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Samuel Earl Richards Todd

Fisher Investments

Plano, TX

Tampa, FL

CRD 8225471

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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 2026-04-23
TX RA APPROVED 2026-04-07
  • FL RA
    APPROVED
    Since 2026-04-23
  • TX RA
    APPROVED
    Since 2026-04-07

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 10/2023 Present
Lowe's Company Inc Tampa FL 05/2021 10/2021
University Of Tampa Tampa FL 08/2019 08/2023
Nexstep Commercial Products Springfield OH 06/2019 08/2019
Nexstep Commercial Products Springfield OH 06/2018 08/2018
The Miami Valley School Dayton OH 08/2016 05/2019
  • 10/2023 → Present
    Fisher Investments
    Tampa, FL
  • 05/2021 → 10/2021
    Lowe's Company Inc
    Tampa, FL
  • 08/2019 → 08/2023
    University Of Tampa
    Tampa, FL
  • 06/2019 → 08/2019
    Nexstep Commercial Products
    Springfield, OH
  • 06/2018 → 08/2018
    Nexstep Commercial Products
    Springfield, OH
  • 08/2016 → 05/2019
    The Miami Valley School
    Dayton, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-07
  • S65 Uniform Investment Adviser Law Examination
    2026-04-07
Other Names
  • Samuel Todd

View on SEC IAPD

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