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Adriana Gamboa Sanchez

Fisher Investments

Heredia

Plano, TX

CRD 8161509

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Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-05
  • CA RA
    APPROVED
    Since 2025-11-05

Branch Locations

Zona Franca America Edificio E21, Sexto Piso, Heredia 40103 • Costa Rica

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fisher Investments Woodside CA 09/2025 Present
Roche Services Americas San Jose 04/2023 08/2024
Roche Services Americas San Jose 10/2022 03/2023
Roche Services Americas San Jose 02/2022 09/2022
Roche Services Americas San Jose 06/2021 01/2022
Smith & Nephew Alajuela 02/2020 06/2021
Marriott Alajuela 04/2019 12/2019
General Comptroller's Office Of The Republic Of Costa Rica San Jose 07/2016 03/2019
N/A Heredia 08/2024 09/2025
  • 09/2025 → Present
    Woodside, CA
  • 04/2023 → 08/2024
    Roche Services Americas
    San Jose
  • 10/2022 → 03/2023
    Roche Services Americas
    San Jose
  • 02/2022 → 09/2022
    Roche Services Americas
    San Jose
  • 06/2021 → 01/2022
    Roche Services Americas
    San Jose
  • 02/2020 → 06/2021
    Smith & Nephew
    Alajuela
  • 04/2019 → 12/2019
    Marriott
    Alajuela
  • 07/2016 → 03/2019
    General Comptroller's Office Of The Republic Of Costa Rica
    San Jose
  • 08/2024 → 09/2025
    N/A
    Heredia
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-05
  • S65 Uniform Investment Adviser Law Examination
    2025-11-05
Other Names
  • Adriana Gamboa Sanchez
  • Adri Gamboa
  • Allie Gamboa
  • Alli Gamboa

View on SEC IAPD

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