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Eric Ross Davidoff

Fisher Investments

Plano, TX

Dallas, TX

CRD 5722612

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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 2017-10-19
  • TX RA
    APPROVED
    Since 2017-10-19

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Dallas, TX • 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
Northern Trust Bank Los Angeles CA 04/2012 06/2017
Northern Trust Securities Inc Los Angeles CA 05/2012 06/2017
Fisher Investments Plano TX 10/2017 Present
Unemployed Chicago IL 06/2017 10/2017
Previous Registrations
Other Businesses

--Name of the other business: UNIVERSITY OF ARIZONA ALUMNI ASSOCIATION --Investment-related? NO --Address of the other business: 1111 N CHERRY AVENUE, TUSCON, AZ 85721 --Nature of the other business: SCHOOL ASSOCIATION --Position, title, or relationship with the other business: TREASURER --Start date of your relationship: 06/06/2016 --Approximate number of hours/month you devote to the other business: 6-10 --Number of hours you devote to the other business during securities trading hours: 0 --Duties relating to the other business: RESPONSIBLE FOR PAYING BILLS, AUTHORIZING SCHOLARSHIP DONATIONS, ETC. FOR THE ASSOCIATION

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-02-09
S63 Uniform Securities Agent State Law Examination 2010-02-09
  • S66 Uniform Combined State Law Examination
    2015-02-09
  • S63 Uniform Securities Agent State Law Examination
    2010-02-09
Other Names
  • Eric Ross Davidoff
  • Eric Ross Davidoff
  • Eric R Davidoff

View on SEC IAPD

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