Thomas Anthony Laudisi

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

• 09/2016 → 11/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ridgeland, MS
• 06/2010 → 09/2016
  Daul Insurance Agency, Inc.
  Gretna, LA
• 02/2017 → 11/2017
  Bank Of America, N.A.
  Ridgeland, MS
• 01/2018 → Present
  Fisher Investments
  Camas, WA

Previous Registrations

• 2016-12-12 → 2017-11-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ridgeland, MS
  Meridian, MS
• 2009-11-18 → 2010-01-05
  Edward Jones
  Savannah, GA
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2016-12-08

Other Names

• Thomas Laudisi
• Thomas Anthony Laudisi
• Thomas Laudisi
• Thomas A Laudisi
• Thomas A Laudisi