Ronald F. Deshotels Jr.

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

• 08/2020 → 09/2023
  Td Ameritrade
  Southlake, TX
• 09/2023 → 09/2023
  Charles Schwab & Co., Inc.
  Westlake, TX
• 11/2023 → 01/2026
  Fidelity Investments
  Westlake, TX
• 01/2011 → 07/2020
  Valaris Ensco Pride International
  Houston, TX
• 03/2025 → 01/2026
  Fidelity Investments
  Boston, MA
• 03/2026 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2025-03-31 → 2026-02-11
  Strategic Advisers Llc
  Fort Worth, TX
  Westlake, TX
  Boston, MA
• 2024-02-29 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-12-21
• S63 Uniform Securities Agent State Law Examination
  2021-01-12

Other Names

• Ronnie Deshotels
• Ronald Francis Deshotels
• Ronald Deshotels
• Ronald Francis Deshotels Jr
• Ron Deshotels
• Ronald F. Deshotels
• Ronald F. Deshotels
• Ronald F. Deshotels
• Ronald F Deshotels
• Ronald F Deshotels Jr.