Donavyn Taylor Munoz

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

• 07/2025 → Present
  Fisher Investments
  Tampa, FL
• 10/2023 → 06/2025
  Pedersen Insurance Inc
  Meadville, PA
• 10/2017 → 10/2023
  Sheetz
  Meadville, PA
• 10/2015 → 10/2017
  Middle School
  Conneaut Valley Middle School, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-16

Other Names

• Donavyn Munoz