David Steven Montes Solano

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

• 10/2022 → Present
  Fisher Investments
  San Mateo, CA
• 01/2022 → 10/2022
  World Fuel Services
  Heredia
• 03/2021 → 01/2022
  Accenture
  Heredia
• 09/2019 → 01/2021
  Concentrix
  Pavas
• 01/2016 → 12/2019
  Universidad Fidelitas
  San Pedro
• 01/2021 → 03/2021
  Unemployed
  San Jose

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-19

Other Names

• David Montes Solano