Lea Didonato

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

• 11/2023 → Present
  Fisher Investments
  Tampa, FL
• 08/2020 → Present
  Clearsky Draught Haus
  Dunedin, FL
• 08/2021 → 10/2021
  Rooth & Rooth Elder Law Attorney
  Seminole, FL
• 01/2023 → 04/2024
  Roo Sites
  Dunedin, FL
• 04/2016 → 08/2020
  Jets Pizza
  Dunedin, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-12