Inactive

William Rice

Fisher Investments

CRD 8177226

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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

Authority	Category	Status	Date
TX	RA	APPROVED	2025-11-13

TX RA
APPROVED

Since 2025-11-13

Branch Locations

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

Organization	City	State	From	To
Fisher Investments	Plano	TX	10/2025	Present
Marotta Wealth Management	Charlottesville	VA	01/2020	09/2025
Rise Up Climbing	Lynchburg	VA	08/2019	02/2020
S&P Global Market Intelligence	Charlottesville	VA	03/2018	02/2019
N/A Covid - Unemployed	N/A	VA	03/2019	07/2019
School - Undergraduate At Liberty University	Lynchburg	VA	08/2013	05/2018

10/2025 → Present

Fisher Investments

Plano, TX
01/2020 → 09/2025

Marotta Wealth Management

Charlottesville, VA
08/2019 → 02/2020

Rise Up Climbing

Lynchburg, VA
03/2018 → 02/2019

S&P Global Market Intelligence

Charlottesville, VA
03/2019 → 07/2019

N/A Covid - Unemployed

N/A, VA
08/2013 → 05/2018

School - Undergraduate At Liberty University

Lynchburg, VA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-11-13

S65 Uniform Investment Adviser Law Examination

2025-11-13

View on SEC IAPD

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