Inactive

Daniel Michael Rodkewich

Fisher Investments

CRD 2647612

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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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2023-08-30
CA	RA	APPROVED	2005-01-10

TX RA
APPROVED_RES

Since 2023-08-30
CA RA
APPROVED

Since 2005-01-10

Branch Locations

1450 Fashion Island Blvd., San Mateo, CA 94404 • 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

Organization	City	State	From	To
Fisher Investments, Inc.	Woodside	CA	03/2004	Present

03/2004 → Present

Fisher Investments, Inc.

Woodside, CA

Previous Registrations

2002-01-02 → 2004-02-18

Rbc Capital Markets, Llc

Shoreview, MN

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2001-04-24

S66 Uniform Combined State Law Examination

2001-04-24

View on SEC IAPD

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MARCOS D PASTRANA

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Nearby Offices

NEWFRONT RETIREMENT SERVICES, INC. · SAN MATEO, CA

ESO MANAGEMENT SERVICES LLC · SAN MATEO, CA

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