Ignacio Montero Quesada

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

• 10/2025 → Present
  Fisher Investments
  San Mateo, CA
• 06/2018 → 07/2018
  Fifco
  San Jose
• 03/2019 → 12/2020
  Arizona State University
  Tempe, AZ
• 08/2021 → 12/2021
  University Of Kansas
  Lawrence, KS
• 12/2021 → 07/2022
  Inmobiliaria Monte Rosa
  San Jose
• 01/2023 → 04/2024
  Grandstand
  Lawrence, KS
• 06/2024 → 10/2025
  Fisher Investments
  Heredia
• 01/2015 → 05/2018
  Pan-American School
  Heredia
• 08/2018 → 03/2019
  Arizona State Univeristy
  Tempe, AZ
• 01/2021 → 08/2021
  Student
  Lawrence, KS
• 08/2022 → 12/2022
  University Of Kansas
  Lawrence, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-18