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Dawson Bryce Laverell

Fisher Investments

Camas, WA

Plano, TX

CRD 8276657

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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 2026-06-11
WA RA APPROVED 2026-06-11
  • TX RA
    APPROVED
    Since 2026-06-11
  • WA RA
    APPROVED
    Since 2026-06-11

Branch Locations

5525 Nw Fisher Creek Dr, Camas, WA 98607 • United States

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 Camas WA 07/2024 Present
Opportunity Bank Of Montana Big Timber MT 05/2023 08/2023
Rudd And Company Pllc Bozeman MT 01/2023 04/2023
Spanish Peaks Mountain Club Big Sky MT 05/2022 10/2022
Pita Pit Bozeman MT 09/2021 12/2021
Lion Head Ranch Mcleod MT 05/2021 08/2021
Montana State University Intramurals Bozeman MT 10/2021 12/2021
Cm Ranch Big Timber MT 04/2016 08/2021
Montana State University - Student Bozeman MT 08/2020 05/2024
  • 07/2024 → Present
    Fisher Investments
    Camas, WA
  • 05/2023 → 08/2023
    Opportunity Bank Of Montana
    Big Timber, MT
  • 01/2023 → 04/2023
    Rudd And Company Pllc
    Bozeman, MT
  • 05/2022 → 10/2022
    Spanish Peaks Mountain Club
    Big Sky, MT
  • 09/2021 → 12/2021
    Pita Pit
    Bozeman, MT
  • 05/2021 → 08/2021
    Lion Head Ranch
    Mcleod, MT
  • 10/2021 → 12/2021
    Montana State University Intramurals
    Bozeman, MT
  • 04/2016 → 08/2021
    Cm Ranch
    Big Timber, MT
  • 08/2020 → 05/2024
    Montana State University - Student
    Bozeman, MT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-11
  • S65 Uniform Investment Adviser Law Examination
    2026-06-11
Other Names
  • Dawson Laverell

View on SEC IAPD

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