Patrick Henry John Doran

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

• 07/2010 → 09/2019
  John Hancock Funds Llc
  Boston, MA
• 08/2010 → 09/2019
  John Hancock Advisers, Llc
  Boston, MA
• 08/2010 → 09/2019
  Mfc Global Investment Management (U.S.), Llc
  Boston, MA
• 02/2012 → 09/2019
  John Hancock Distributors Llc
  Boston, MA
• 11/2018 → 09/2019
  John Hancock Advisers, Llc
  Boston, MA
• 09/2019 → 05/2022
  Columbia Management Investment Distributors
  Minneapolis, MN
• 05/2022 → Present
  Fisher Investments
  Westford, MA

Previous Registrations

• 2019-09-25 → 2022-05-12
  Columbia Management Investment Advisers, Llc
  Saratoga Springs, NY
  St. Louis, MO
  Boston, MA
• 2018-11-08 → 2019-10-11
  John Hancock Investment Management Llc
  Boston, MA
  Boston, MA
  St. Louis, MO
• 2010-08-03 → 2018-11-08
  Manulife Investment Management (Us) Llc
  Boston, MA
• 2010-08-03 → 2010-12-31
  John Hancock Investment Management Llc
  Boston, MA
• 2009-09-08 → 2010-07-12
  Edward Jones
  Westford, MA
  Framingham, MA
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2009-09-05