Marcus Tyrone Stell

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

• 09/2013 → 12/2018
  Pilgrim Rest Missionary Baptist Church
  Dallas, TX
• 05/2016 → 06/2020
  Usaa Financial Advisors, Inc.
  Addison, TX
• 05/2016 → 06/2020
  Usaa Financial Planning Services
  Addison, TX
• 01/2018 → 06/2020
  Usaa Investment Management Company
  San Antonio, TX
• 08/2020 → 09/2022
  Fidelity Investments
  Westlake, TX
• 11/2022 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2020-10-26 → 2022-08-02
  Fidelity Personal And Workplace Advisors
  Westlake, TX
• 2018-01-08 → 2020-06-12
  Usaa Investment Services Company
  San Antonio, TX
• 2016-07-14 → 2018-01-08
  Usaa Financial Planning Services
  Addison, TX
• 2013-09-03 → 2016-06-08
  J.P. Morgan Securities Llc
  Balch Springs, TX
  Dallas, TX
  Dallas, TX
  Mesquite, TX
  Forney, TX
  Mesquite, TX
  Mesquite, TX
  Dallas, TX
  Dallas, TX
  Balch Springs, TX
• 2010-01-04 → 2012-09-21
  Cuso Financial Services, L.P.
  Rockwall, TX
  Dallas, TX
  Rockwall, TX
  Dallas, TX
  The Colony, TX
  Desoto, TX
  San Diego, CA
  Mesquite, TX
• 2008-03-04 → 2009-12-22
  Swbc Investment Company
  San Antonio, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-09-29
• S63 Uniform Securities Agent State Law Examination
  1995-02-21

Other Names

• Marcus Tyrone Stell
• Marcus Stell