Adrian Gonzalez Poveda

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2026 → Present
  Fisher Investments
  Woodside, CA
• 09/2019 → 11/2019
  Concentrix Cvg Customer Management Group Inc
  San Jose
• 11/2020 → 11/2020
  Panacafe De Costa Rica Sociedad Anonima
  San Jose
• 04/2021 → 05/2024
  Maecre De Costa Rica Sociedad Anonima
  San Jose
• 04/2024 → 02/2026
  Amadeus Customer Servce Center Americas Sociedad Anonima
  San Jose
• 11/2019 → 11/2020
  Lead University
  San Jose
• 11/2020 → 04/2021
  Lead University
  San Jose
• 01/2016 → 09/2019
  Lighthouse International School
  San Jose

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-28