Joshua Adam Craft

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

• 12/2005 → 06/2019
  Army National Guard
  Utica, NY
• 03/2015 → 10/2016
  Goldman, Sachs & Co.
  Latham, NY
• 04/2017 → 04/2021
  Morgan Stanley
  Temple Terrace, FL
• 11/2017 → 04/2021
  Morgan Stanley Private Bank, National Association
  New York, NY
• 04/2021 → Present
  Fisher Investments
  Tampa, FL

Previous Registrations

• 2017-06-12 → 2021-04-28
  Morgan Stanley
  Tampa, FL
• 2014-06-17 → 2015-03-04
  Lpl Financial Llc
  East Greenbush, NY
• 2013-05-24 → 2014-06-24
  Morgan Stanley
  Saratoga Springs, NY

Exams

• S66 Uniform Combined State Law Examination
  2017-06-12

Other Names

• Joshua Adam Craft
• Joshua Craft