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Peter Joshua Colon

Fisher Investments

Berwyn, PA

Plano, TX

CRD 6263559

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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
AZ RA APPROVED 2024-09-30
TX RA APPROVED_RES 2023-09-07
PA RA APPROVED 2017-12-12
AL RA APPROVED 2017-07-03
  • AZ RA
    APPROVED
    Since 2024-09-30
  • TX RA
    APPROVED_RES
    Since 2023-09-07
  • PA RA
    APPROVED
    Since 2017-12-12
  • AL RA
    APPROVED
    Since 2017-07-03

Branch Locations

Berwyn, PA • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • 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
Fisher Investments San Mateo CA 10/2013 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-11-27
  • S65 Uniform Investment Adviser Law Examination
    2013-11-27
Other Names
  • Peter Colon

View on SEC IAPD

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