Eneo Dhimiter Dashi

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

• 08/2015 → 06/2019
  T. Rowe Price
  Tampa, FL
• 08/2019 → 07/2020
  Facet Wealth
  Tampa, FL
• 10/2020 → 10/2021
  Blue Wave Investments
  Tampa, FL
• 12/2021 → Present
  Fisher Investments
  Tampa, FL
• 07/2019 → 08/2019
  Morgan Stanley
  Tampa, FL

Previous Registrations

• 2019-07-23 → 2019-08-26
  Morgan Stanley
  Tampa, FL
• 2015-11-06 → 2019-07-09
  T. Rowe Price Advisory Services, Inc.
  Tampa, FL
• 2015-01-02 → 2015-05-27
  Waddell & Reed
  Charleroi, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-24
• S66 Uniform Combined State Law Examination
  2014-12-30

Other Names

• E D Dashi
• Eneo D Dashi