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Nicholas Lanotte

Fisher Investments

Plano, TX

Tampa, FL

CRD 8222260

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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
FL RA APPROVED 2026-06-02
TX RA APPROVED 2026-05-19
  • FL RA
    APPROVED
    Since 2026-06-02
  • TX RA
    APPROVED
    Since 2026-05-19

Branch Locations

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

3109 W Dr. Martin Luther King Blvd Suite 600, Tampa, FL 33607 • 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 Tampa FL 11/2025 Present
Charter Communications/Spectrum Enterprise New York NY 07/2023 09/2025
Sunbelt Staffing Tampa FL 02/2021 07/2023
Thomas Financial Tampa FL 07/2020 02/2021
Xplicit Promotions Tampa FL 01/2018 06/2020
Jackie Toledo Campaign For House Representative District 60 Tampa FL 01/2016 12/2018
  • 11/2025 → Present
    Tampa, FL
  • 07/2023 → 09/2025
    Charter Communications/Spectrum Enterprise
    New York, NY
  • 02/2021 → 07/2023
    Sunbelt Staffing
    Tampa, FL
  • 07/2020 → 02/2021
    Thomas Financial
    Tampa, FL
  • 01/2018 → 06/2020
    Xplicit Promotions
    Tampa, FL
  • 01/2016 → 12/2018
    Jackie Toledo Campaign For House Representative District 60
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-19
  • S65 Uniform Investment Adviser Law Examination
    2026-05-19

View on SEC IAPD

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