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Serena Elizabeth Merrill

Fisher Investments

Plano, TX

Camas, WA

CRD 8223773

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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 2026-03-11
WA RA APPROVED 2026-03-11
  • TX RA
    APPROVED
    Since 2026-03-11
  • WA RA
    APPROVED
    Since 2026-03-11

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 02/2022 Present
Twigs Bistro & Martini Bar Vancouver WA 04/2021 02/2022
Presso Coffee Co Vancouver WA 09/2020 04/2021
Twilight Pizza Bistro Camas WA 06/2017 03/2020
Full Time Student Vancouver WA 12/2016 06/2017
Dove Property Management Vancouver WA 06/2016 12/2016
Unemployed Vancouver WA 03/2020 09/2020
  • 02/2022 → Present
    Fisher Investments
    Camas, WA
  • 04/2021 → 02/2022
    Twigs Bistro & Martini Bar
    Vancouver, WA
  • 09/2020 → 04/2021
    Presso Coffee Co
    Vancouver, WA
  • 06/2017 → 03/2020
    Twilight Pizza Bistro
    Camas, WA
  • 12/2016 → 06/2017
    Full Time Student
    Vancouver, WA
  • 06/2016 → 12/2016
    Dove Property Management
    Vancouver, WA
  • 03/2020 → 09/2020
    Unemployed
    Vancouver, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-10
  • S65 Uniform Investment Adviser Law Examination
    2026-03-10
Other Names
  • Serena Elizabeth Caldwell
  • Serena Caldwell

View on SEC IAPD

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