Wendy Maria Bustamante Delgado

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
CA	RA	APPROVED	2025-12-19

CA RA
APPROVED

Since 2025-12-19

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Zona Franca America, Edifício E21, Sexto Piso San Francisco, Heredia 40103 • Costa Rica

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	San Mateo	CA	11/2025	Present
Intel Corporation	Belen		07/2012	11/2024
Unemployed	San Jose		11/2024	11/2025

11/2025 → Present

Fisher Investments

San Mateo, CA
07/2012 → 11/2024

Intel Corporation

Belen
11/2024 → 11/2025

Unemployed

San Jose

Other Businesses

Villa Sora, it is not investment related, business is a short term rental property, located 100m oeste Finca Panama, Linderos, Tamarindo, Santa Cruz, Guanacaste, Costa Rica; I will be acting as Airbnb owner/host, start date is to be defined, estimated monthly time commitment 40 hours, most duties are related to answer guess questions/doubts, I don't expect to attend guess during trading hours

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-12-19

S65 Uniform Investment Adviser Law Examination

2025-12-19

View on SEC IAPD