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Michele B Wyatt

Fisher Investments

Southbury, CT

Plano, TX

CRD 2426844

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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
CT RA APPROVED 2024-10-16
TX RA APPROVED 2024-10-16
  • CT RA
    APPROVED
    Since 2024-10-16
  • TX RA
    APPROVED
    Since 2024-10-16

Branch Locations

Southbury, CT • 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
Lincoln Financial Distributors Southbury CT 12/2013 10/2024
Fisher Investments Plano TX 10/2024 Present
  • 12/2013 → 10/2024
    Lincoln Financial Distributors
    Southbury, CT
  • 10/2024 → Present
    Fisher Investments
    Plano, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-09
S63 Uniform Securities Agent State Law Examination 1999-01-27
  • S65 Uniform Investment Adviser Law Examination
    2024-10-09
  • S63 Uniform Securities Agent State Law Examination
    1999-01-27
Other Names
  • Michele Eileen Beers
  • Michele B Wyatt
  • Michele Eileen Wyatt

View on SEC IAPD

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