Adam Justin Ryan

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

• 08/2021 → Present
  Fisher Investments
  Plano, TX
• 03/2015 → 06/2021
  U.S. Bank
  Chicago, IL

Other Businesses

the name of the other business; MCMRef whether the business is investment-related; NO the address of the other business; FRISCO, TX the nature of the other business; HOCKEY REFEREE FOR YOUTH, ADULT, HIGH SCHOOL, AND TRAVEL LEAGUES IN THE DALLAS METROPLEX AREA your position; REFEREE the start date of your relationship; 08/22/21 the approximate number of hours/month you devote to the other business; 11-20 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; REF HOCKEY GAMES FOR YOUTH, ADULT, HIGH SCHOOL, ADN TRAVEL LEAGUES IN THE DALLAS METROPLEX AREA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-29
• S63 Uniform Securities Agent State Law Examination
  2009-08-26

Other Names

• Adam J Ryan
• Adam Ryan