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Omair Beg Chaghtai

Fisher Investments

Plano, TX

CRD 8200126

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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 2026-02-06
  • TX RA
    APPROVED
    Since 2026-02-06

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • 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 Plano TX 12/2025 Present
Uif Corporation Plano TX 08/2025 11/2025
Globe Life Liberty National Division: The Poe Agencies Phoenix AZ 04/2025 08/2025
Unemployed Phoenix AZ 01/2021 04/2025
Bma Capital Management Limited Karachi 01/2008 01/2021
  • 12/2025 → Present
    Plano, TX
  • 08/2025 → 11/2025
    Uif Corporation
    Plano, TX
  • 04/2025 → 08/2025
    Globe Life Liberty National Division: The Poe Agencies
    Phoenix, AZ
  • 01/2021 → 04/2025
    Unemployed
    Phoenix, AZ
  • 01/2008 → 01/2021
    Bma Capital Management Limited
    Karachi
Other Businesses

Partner in a Texas-registered LLC named AEIO LLC. The LLC was formed initially to acquire and operate a coffee shop franchise however, we ended up not starting that business. AEIO LLC has no operations, assets, liabilities, debt, employees, etc.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-06
  • S65 Uniform Investment Adviser Law Examination
    2026-02-06

View on SEC IAPD

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