Best Investors Account Sign in
Inactive

Shawn Leys

Fisher Investments

Plano, TX

Tampa, FL

CRD 8236010

Claim This Profile
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 2026-07-09
TX RA APPROVED 2026-07-02
  • FL RA
    APPROVED
    Since 2026-07-09
  • TX RA
    APPROVED
    Since 2026-07-02

Branch Locations

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

3109 W Dr Martin Luther King Jr 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 03/2026 Present
Citigroup Tampa FL 05/2021 12/2024
Rural Metro Fire Tampa FL 12/2024 03/2026
College- Florida International University Miami FL 03/2016 05/2021
  • 03/2026 → Present
    Fisher Investments
    Tampa, FL
  • 05/2021 → 12/2024
    Citigroup
    Tampa, FL
  • 12/2024 → 03/2026
    Rural Metro Fire
    Tampa, FL
  • 03/2016 → 05/2021
    College- Florida International University
    Miami, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-02
  • S65 Uniform Investment Adviser Law Examination
    2026-07-02

View on SEC IAPD

More in Plano, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor