William D Poole

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

• 11/2024 → 03/2026
  Morgan Stanley
  Tampa, FL
• 08/2022 → 06/2024
  Enterprise Rent-A-Car
  Salisbury, MD
• 12/2021 → 07/2022
  Morgan Stanley
  Temple Terrace, FL
• 06/2021 → 10/2021
  Cheddar's Scratch Kitchen
  Pinellas Park, FL
• 02/2024 → 06/2024
  Buffalo Wild Wings
  Salisbury, MD
• 10/2020 → 09/2021
  Orthopedic Associates Of West Florida
  Clearwater, FL
• 06/2020 → 12/2020
  Cheesecake Factory
  Tampa, FL
• 06/2013 → 03/2020
  Buffalo Wild Wings
  Salisbury, MD
• 07/2024 → 11/2024
  Unemployed
  Land O Lakes, FL
• 04/2026 → Present
  Fisher Investments
  Tampa, FL

Previous Registrations

• 2025-01-10 → 2026-03-25
  Morgan Stanley
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2024-12-09