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Alejandro Cepeda

Fisher Investments

Plano, TX

CRD 8271777

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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
TX RA APPROVED 2026-06-02
  • TX RA
    APPROVED
    Since 2026-06-02

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • 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 Plano TX 05/2026 Present
Truist Denton TX 12/2021 06/2022
Truist Denton TX 06/2022 05/2024
Truist Denton TX 05/2024 04/2026
Jpmorganchase Denton TX 01/2021 12/2021
Amazon Frisco TX 03/2021 04/2021
Nyx & Hemera Spa North Plainfield NJ 09/2019 12/2020
Ramapo College Of New Jersey Mahwah NJ 05/2017 12/2020
South Plainfield High School South Plainfield NJ 09/2013 05/2017
  • 05/2026 → Present
    Plano, TX
  • 12/2021 → 06/2022
    Truist
    Denton, TX
  • 06/2022 → 05/2024
    Truist
    Denton, TX
  • 05/2024 → 04/2026
    Truist
    Denton, TX
  • 01/2021 → 12/2021
    Jpmorganchase
    Denton, TX
  • 03/2021 → 04/2021
    Amazon
    Frisco, TX
  • 09/2019 → 12/2020
    Nyx & Hemera Spa
    North Plainfield, NJ
  • 05/2017 → 12/2020
    Ramapo College Of New Jersey
    Mahwah, NJ
  • 09/2013 → 05/2017
    South Plainfield High School
    South Plainfield, NJ
Other Businesses

Credere First Holdings, Inc. DBA La Empanada. Not investment related. 2005 Colorado Blvd Apt D, Denton TX 76205. Food Truck. President. 05/2022. +/- 8 hours/week (weekends only). Conduct meetings and grade weekly performance.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-30
S63 Uniform Securities Agent State Law Examination 2026-02-07
  • S65 Uniform Investment Adviser Law Examination
    2026-04-30
  • S63 Uniform Securities Agent State Law Examination
    2026-02-07

View on SEC IAPD

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