Robert Domenic Macdonald

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 04/2019
  Voya Financial Advisors
  Braintree, MA
• 04/2019 → 07/2019
  Voya Financial Partners, Llc
  Braintree, MA
• 07/2019 → 06/2024
  Gwfs Equities, Inc
  Andover, MA
• 07/2019 → 06/2024
  Advised Assets Group, Llc
  Greenwood Village, CO
• 06/2024 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2019-07-29 → 2024-06-12
  Empower Advisory Group, Llc
  Andover, MA
  Greenwood Village, CO
  Arlington, MA
  Andover, MA
  Arlington, MA
• 2019-05-13 → 2019-07-22
  Voya Retirement Advisors, Llc
  Braintree, MA
  Windsor, CT
• 2012-04-24 → 2019-04-04
  Voya Financial Advisors, Inc.
  Braintree, MA
• 2010-09-03 → 2012-04-19
  Td Ameritrade, Inc.
  Boston, MA
• 2010-09-03 → 2012-04-19
  Td Ameritrade Investment Management, Llc
  Boston, MA
• 2009-09-18 → 2010-07-19
  Mmc Securities Llc
  Norwood, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-09-14
• S63 Uniform Securities Agent State Law Examination
  1994-12-01