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Alonso Leon Paez

Fisher Investments

Plano, TX

Heredia

CRD 8271834

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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
CA RA APPROVED 2026-06-11
  • CA RA
    APPROVED
    Since 2026-06-11

Branch Locations

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

Zona Franca America, Edifício E21, Sexto Piso San, Heredia 40103 • Costa Rica

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 Woodside CA 05/2026 Present
Moody's Corporation Heredia 08/2021 08/2024
Scr Rating Agency Cartago 10/2020 07/2021
Unemployed San Jose 09/2024 04/2026
Universidad De Costa Rica San Jose 02/2016 07/2021
  • 05/2026 → Present
    Fisher Investments
    Woodside, CA
  • 08/2021 → 08/2024
    Moody's Corporation
    Heredia
  • 10/2020 → 07/2021
    Scr Rating Agency
    Cartago
  • 09/2024 → 04/2026
    Unemployed
    San Jose
  • 02/2016 → 07/2021
    Universidad De Costa Rica
    San Jose
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-11
  • S65 Uniform Investment Adviser Law Examination
    2026-06-11

View on SEC IAPD

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