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Margaret Nancy Chan

Fisher Investments

San Mateo, CA

Plano, TX

CRD 5577320

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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

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-03-07
CA RA APPROVED 2008-09-17
  • TX RA
    APPROVED_RES
    Since 2022-03-07
  • CA RA
    APPROVED
    Since 2008-09-17

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
OrganizationCityStateFromTo
Fisher Investments Woodside CA 11/2004 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-09-16
  • S65 Uniform Investment Adviser Law Examination
    2008-09-16
Other Names
  • Margret Nancy Tran

View on SEC IAPD

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Nearby Investors

MARCOS D PASTRANA
DEAN ALAN BECKER
SCOTT BARTLETT MCCLOSKEY

Nearby Offices

NEWFRONT RETIREMENT SERVICES, INC. · SAN MATEO, CA
ESO MANAGEMENT SERVICES LLC · SAN MATEO, CA
FARMERS ASSET MANAGEMENT, LLC · San Mateo, CA

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