Maria A Pico-Bennett

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

• 03/2021 → 06/2022
  Unemployed
  Tampa, FL
• 01/2016 → 03/2018
  Mercer Global Advisors Inc.
  Tampa, FL
• 06/2022 → Present
  Fisher Investments
  Tampa, FL
• 03/2018 → 03/2021
  Sequioa Finacial Group
  Tampa, FL

Previous Registrations

• 2016-02-18 → 2018-02-27
  Mercer Global Advisors Inc.
  Tampa, FL
• 2013-02-05 → 2015-07-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami Beach, FL
  Miami Beach, FL
  Fort Lauderdale, FL
  Miami, FL
  Miami Beach, FL
• 2012-10-01 → 2013-01-08
  J.P. Morgan Securities Llc
  Coral Gables, FL
  Miami Beach, FL
• 2011-11-14 → 2012-10-01
  Chase Investment Services Corp.
  Miami, FL
  Miami Beach, FL
  Miami, FL
  Coral Gables, FL

Exams

• S66 Uniform Combined State Law Examination
  2011-11-05

Designations

• Certified Financial Planner

Other Names

• Maria A Pico
• Maria Antonieta Pico
• Maria A. Socarras
• Maria Antonieta Socarras
• Maria Socarras
• Maria Antonieta Pico-Bennett