Miguel Sufana

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

• 05/2022 → 03/2026
  Fisher Investments
  Tampa, FL
• 11/2019 → 10/2020
  Pathward/Crestmark - A Division Of Metabank
  Troy, MI
• 08/2020 → 10/2020
  Fis Global
  Saint Petersburg, FL
• 07/2018 → 11/2019
  Pathward/Crestmark - A Division Of Metabank
  Troy, MI
• 03/2018 → 06/2018
  Midwest Substitute Staffing
  Detroit, MI
• 08/2015 → 12/2017
  Villanova University
  Villanova, PA
• 10/2020 → 05/2022
  Fisher Investments
  Tampa, FL
• 03/2026 → Present
  Fisher Investments
  Tampa, FL

Other Businesses

Name: La Famille LLC Investment Related? No. Address: 7798 Peace Lily Ave. Wesley Chapel, FL 33545 Nature: Personal soccer training business. Position: Co-Owner Start Date: June 2023 Approximate Hours/Month: 16 Hours Devoted During Securities Trading Hours: 0 Duties: I train the youth on the fundamentals in the game of soccer.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-09