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Maxwell David Ruzi

Fisher Investments

Plano, TX

Camas, WA

CRD 8236194

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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
OR RA APPROVED 2026-04-15
TX RA APPROVED 2026-04-15
WA RA APPROVED 2026-04-15
  • OR RA
    APPROVED
    Since 2026-04-15
  • TX RA
    APPROVED
    Since 2026-04-15
  • WA RA
    APPROVED
    Since 2026-04-15

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 03/2026 Present
Coordinated Care Health Tacoma WA 11/2024 03/2026
Coordinated Care Health Tacoma WA 06/2022 11/2024
National General Insurance Hillsboro OR 01/2020 06/2022
B'nAi B'rIth Camp Portland OR 02/2018 08/2019
Employment Gap Portland OR 09/2019 01/2020
Camp Fire Columbia Portland OR 08/2017 06/2018
Peninsula Temple Sholom Burlingame CA 09/2015 05/2017
Enployment Gap Portland OR 06/2017 08/2017
  • 03/2026 → Present
    Fisher Investments
    Camas, WA
  • 11/2024 → 03/2026
    Coordinated Care Health
    Tacoma, WA
  • 06/2022 → 11/2024
    Coordinated Care Health
    Tacoma, WA
  • 01/2020 → 06/2022
    National General Insurance
    Hillsboro, OR
  • 02/2018 → 08/2019
    B'nAi B'rIth Camp
    Portland, OR
  • 09/2019 → 01/2020
    Employment Gap
    Portland, OR
  • 08/2017 → 06/2018
    Camp Fire Columbia
    Portland, OR
  • 09/2015 → 05/2017
    Peninsula Temple Sholom
    Burlingame, CA
  • 06/2017 → 08/2017
    Enployment Gap
    Portland, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-15
  • S65 Uniform Investment Adviser Law Examination
    2026-04-15
Other Names
  • Maxwell Ruiz

View on SEC IAPD

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