Russell Douglas Mccary

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

• 12/2013 → 05/2017
  Valic Financial Advisors, Inc
  Houston, TX
• 05/2017 → 04/2020
  Personal Capital Advisors Corporation
  San Francisco, CA
• 04/2020 → 01/2022
  Personal Capital Advisors Corporation
  Dallas, TX
• 01/2022 → 02/2023
  Personal Capital Advisors Corporation
  Nashville, TN
• 02/2023 → 12/2023
  Personal Capital Advisors Corporation
  St. Johns, FL
• 04/2023 → 12/2023
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 01/2024 → Present
  Fisher Investments
  Tampa, FL

Previous Registrations

• 2023-04-03 → 2024-01-07
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 2017-05-16 → 2023-04-03
  Personal Capital Advisors Corporation
  Weatherford, TX
  Greenwood Village, CO
  Ponte Vedre, FL
  Ponte Vedra, FL
  Dallas, TX
  Nashville, TN
  St. Johns, FL
• 2014-02-13 → 2017-05-12
  Valic Financial Advisors, Inc.
  Addison, TX
  Fort Worth, TX

Other Businesses

I have a rental home. It is not investment related and it is held personally--not under a business entity. The address of the home is 1076 Willow Cove Ct. W., Atlantic Beach, FL 32233. This property only requires a few hours per year of my time. I started renting the home in Feb of 2023. I do not devote any hours towards this home during securities trading hours. My duties include insuring rent payments are made in a timely fashion and keeping up with repairs and updates on the home.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-01-26
• S63 Uniform Securities Agent State Law Examination
  2013-06-07

Other Names

• Russ D Mccary