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Joseph Thomas Sekelsky

Fisher Investments

Camas, WA

Plano, TX

CRD 2439918

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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_RES 2023-09-08
WA RA APPROVED 2007-11-29
  • TX RA
    APPROVED_RES
    Since 2023-09-08
  • WA RA
    APPROVED
    Since 2007-11-29

Branch Locations

5525 Nw Fisher Creek Drive, 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 Woodside CA 08/2005 Present
Previous Registrations
  • 2003-07-30 → 2005-07-21
    Td Ameritrade, Inc.
    Fort Worth, TX
Other Businesses

|Name of the other business: JOSEPH SEKELSKY |Investment-related? NO |Address of the other business: 3111 NW GRASS VALLEY DR. CAMAS, WA 98607 |Nature of the other business: MARTIAL ARTS |Position, title, or relationship with the other business: INSTRUCTOR |Start date of your relationship: MARCH 31ST 2018 |Approximate number of hours/month you devote to the other business: ONE TO FIVE |Number of hours you devote to the other business during securities trading hours: ZERO |Duties relating to the other business: TEACHING MARTIAL ARTS THROUGH CLASSES, SEMINARS, AND PRIVATE LESSONS. CREATING AND SELLING MARTIAL ARTS TSHIRTS AND TRAINING MANUALS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-07-01
S63 Uniform Securities Agent State Law Examination 1994-01-10
  • S66 Uniform Combined State Law Examination
    2003-07-01
  • S63 Uniform Securities Agent State Law Examination
    1994-01-10
Other Names
  • Joe Sekelsky
  • Joseph T Sekelsky

View on SEC IAPD

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