Richard Jose Michel

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 → 01/2021
  Fidelity Brokerage Services Llc
  Naples, FL
• 07/2018 → 01/2021
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 01/2021 → 09/2023
  Robinhood Financial
  Lake Mary, FL
• 06/2022 → 09/2023
  Robinhood Markets, Inc
  Lake Mary, FL
• 12/2025 → Present
  Fisher Investments
  Tampa, FL
• 12/2023 → 04/2025
  Capitalize Inc
  New York, NY
• 04/2025 → 12/2025
  Unemployed/ Extended Travel
  Jacksonville, FL

Previous Registrations

• 2018-08-12 → 2021-02-02
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-20
• S63 Uniform Securities Agent State Law Examination
  2014-10-10

Other Names

• Richard Jose Michel
• Jose Richard Michel