Tyler Duc Trung Nguyen

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

• 12/2021 → 06/2024
  Td Ameritrade
  Westlake, TX
• 08/2021 → 12/2021
  Elite Care Professionals
  Dallas, TX
• 06/2021 → 07/2021
  Instacart
  Dallas, TX
• 01/2021 → 11/2021
  Parker University
  Dallas, TX
• 08/2016 → 12/2020
  Louisiana State University
  Baton Rouge, LA
• 05/2024 → 08/2024
  Charles Schwab & Co Inc
  Westlake, TX
• 05/2024 → 08/2024
  Charles Schwab & Co., Inc.
  Westlake, TX
• 08/2024 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2024-04-03 → 2024-08-14
  Charles Schwab & Co., Inc.
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-04-01
• S63 Uniform Securities Agent State Law Examination
  2022-04-05

Other Names

• Tyler Duc Nguyen