Shaun Evan Fitzgerald

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

• 09/2025 → Present
  Fisher Investments
  Tampa, FL
• 10/2024 → 02/2025
  Pack'N Inc
  Tallahassee, FL
• 05/2021 → 08/2021
  Barrett Electronic Technologies, Inc
  Fort Lauderdale, FL
• 08/2021 → 05/2025
  Florida State University
  Tallahassee, FL
• 08/2017 → 05/2021
  St. Thomas Aquinas
  Fort Lauderdale, FL
• 06/2025 → 08/2025
  Unemployed
  Fort Lauderdale, FL
• 08/2013 → 05/2017
  St. Marks Episcopal School
  Fort Lauderdale, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-09

Other Names

• Shaun Fitzgerald