Robert Louis Stephenson

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

• 07/1998 → 03/2019
  Columbia Threadneedle Advisors
  Boston, MA
• 03/2019 → 08/2019
  Unemployed
  Scituate, MA
• 09/2019 → Present
  Fisher Investments
  Camas, WA

Other Businesses

Stashworth LLC; The business is not investment-related; The address: 18321 NE 198th Ave Brush Prairie, WA 98606; the nature of the other business: real estate; your position: executor; Owner, spouse and individual are 50% owners of Real Estate LLC; 9/01/21; the approximate number of hours/month you devote to the other business: 1-5 hours/month; the number of hours you devote to the other business during securities trading hours: 0;

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-10-15
• S63 Uniform Securities Agent State Law Examination
  2019-05-08

Other Names

• Robert Stephenson
• Robert Louis Stephenson