Kyle Michael Davis

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

• 10/2014 → 02/2018
  Mcadam Llc
  Chicago, IL
• 10/2014 → 02/2018
  Purshe Kaplan Sterling Investments
  Albany, NY
• 02/2018 → 07/2021
  Fidelity Brokerage Services Llc
  Orland Park, IL
• 07/2021 → Present
  Fisher Investments
  Naperville, IL

Previous Registrations

• 2018-07-13 → 2021-07-19
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2018-03-02 → 2018-07-13
  Strategic Advisers Llc
  Orland Park, IL
• 2014-11-13 → 2018-02-15
  Mcadam Llc
  Chicago, IL
  Radnor, PA
• 2014-09-15 → 2014-10-03
  Voya Financial Advisors, Inc.
  Chicago, IL

Other Businesses

Prestige WW DT, LLC; Real estate investment - personal; co-owner; Start date 9/15/21; 6 - 10 hrs per month outside of business hours;

Exams

• S66 Uniform Combined State Law Examination
  2014-09-09

Other Names

• Kyle Davis
• Kyle Michael Davis