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Adam John Mansell

Fisher Investments

Plano, TX

Camas, WA

CRD 8191539

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-21
WA RA APPROVED 2026-01-21
  • TX RA
    APPROVED
    Since 2026-01-21
  • WA RA
    APPROVED
    Since 2026-01-21

Branch Locations

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

5525 Nw Fisher Creek Drive, Camas, WA 98607 • United States

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
OrganizationCityStateFromTo
Fisher Investments Camas WA 05/2025 Present
Cascade Wine & Spirits Portland OR 01/2025 05/2025
Extended Travel Lake Oswego OR 10/2024 01/2025
Domaine Serene Vineyards & Winery Dayton OR 08/2022 10/2024
Healthsaas Beaverton OR 01/2021 11/2022
Education Lake Oswego OR 05/2018 01/2021
Education Tucson AZ 08/2017 05/2018
Education San Mateo CA 08/2014 05/2017
  • 05/2025 → Present
    Fisher Investments
    Camas, WA
  • 01/2025 → 05/2025
    Cascade Wine & Spirits
    Portland, OR
  • 10/2024 → 01/2025
    Extended Travel
    Lake Oswego, OR
  • 08/2022 → 10/2024
    Domaine Serene Vineyards & Winery
    Dayton, OR
  • 01/2021 → 11/2022
    Healthsaas
    Beaverton, OR
  • 05/2018 → 01/2021
    Education
    Lake Oswego, OR
  • 08/2017 → 05/2018
    Education
    Tucson, AZ
  • 08/2014 → 05/2017
    Education
    San Mateo, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-20
  • S65 Uniform Investment Adviser Law Examination
    2026-01-20
Other Names
  • Adam Mansell

View on SEC IAPD

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