Yue Tan

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2025 → 02/2026
  Florida Financial Advisors
  Tampa, FL
• 02/2024 → 05/2025
  Purdue Policy Research Institute
  West Lafayette, IN
• 02/2024 → 05/2025
  Happy China
  West Lafayette, IN
• 10/2024 → 07/2025
  Amazon
  Lafayette, IN
• 06/2023 → 08/2023
  Camp Pemigewassett
  Wentworth, NH
• 06/2022 → 08/2022
  Camp Pemigewassett
  Wentworth, NH
• 10/2022 → 02/2023
  Purdue University
  West Lafayette, IN
• 08/2021 → 05/2025
  Purdue University
  West Lafayette, IN
• 09/2020 → 06/2021
  Jericho High School
  Jericho, NY
• 08/2015 → 06/2020
  Singapore American School
  Singapore
• 03/2026 → Present
  Fisher Investments
  Tampa, FL

Previous Registrations

• 2025-10-10 → 2026-02-19
  Florida Financial Advisors, Llc
  Tampa, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-08-04

Other Names

• Raymond Tan