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Joseph Michael Scheurer

Fisher Investments

Bernardsville, NJ

Plano, TX

CRD 2021626

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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
NJ RA APPROVED 2024-09-18
TX RA APPROVED 2024-09-12
  • NJ RA
    APPROVED
    Since 2024-09-18
  • TX RA
    APPROVED
    Since 2024-09-12

Branch Locations

Bernardsville, NJ • 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
Victory Capital Advisers Greenwood Village CO 10/2014 01/2017
Destra Capital Investments Llc Chicago IL 02/2017 12/2017
Axa Distributors, Llc Jersey City NJ 12/2017 06/2020
Equitable Distributors, Llc Jersey City NJ 12/2017 05/2023
Usi Consulting Group Glastonbury CT 05/2023 08/2024
Usi Securities Glastonbury CT 05/2023 08/2024
Fisher Investments Plano TX 09/2024 Present
  • 10/2014 → 01/2017
    Victory Capital Advisers
    Greenwood Village, CO
  • 02/2017 → 12/2017
    Destra Capital Investments Llc
    Chicago, IL
  • 12/2017 → 06/2020
    Axa Distributors, Llc
    Jersey City, NJ
  • 12/2017 → 05/2023
    Equitable Distributors, Llc
    Jersey City, NJ
  • 05/2023 → 08/2024
    Usi Consulting Group
    Glastonbury, CT
  • 05/2023 → 08/2024
    Usi Securities
    Glastonbury, CT
  • 09/2024 → Present
    Fisher Investments
    Plano, TX
Previous Registrations
  • 2024-02-21 → 2024-08-19
    Usi Advisors
    Florham Park, NJ
    Glastonbury, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-15
S63 Uniform Securities Agent State Law Examination 1996-09-23
  • S66 Uniform Combined State Law Examination
    2024-02-15
  • S63 Uniform Securities Agent State Law Examination
    1996-09-23

View on SEC IAPD

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