Inactive

Luis Miguel Angarita

Fisher Investments

CRD 7464890

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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

Authority	Category	Status	Date
TX	RA	APPROVED	2023-07-17
OR	RA	APPROVED	2023-04-14
WA	RA	APPROVED	2022-03-04

TX RA
APPROVED

Since 2023-07-17
OR RA
APPROVED

Since 2023-04-14
WA RA
APPROVED

Since 2022-03-04

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

5525 Nw Fisher Creek Drive, Camas, WA 98607 • 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

Organization	City	State	From	To
Fisher Investments	Camas	WA	07/2019	Present
Marriot Hotels	Fairfax	VA	06/2015	12/2018
Cityworth Mortgage	Fairfax	VA	05/2018	08/2018
Axa Advisors, Llc	Fair Oaks	VA	10/2017	11/2017
George Mason University	Fairfax	VA	08/2014	05/2019

07/2019 → Present

Fisher Investments

Camas, WA
06/2015 → 12/2018

Marriot Hotels

Fairfax, VA
05/2018 → 08/2018

Cityworth Mortgage

Fairfax, VA
10/2017 → 11/2017

Axa Advisors, Llc

Fair Oaks, VA
08/2014 → 05/2019

George Mason University

Fairfax, VA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-03-04

S65 Uniform Investment Adviser Law Examination

2022-03-04

Other Names

Luis Angarita

View on SEC IAPD

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