Brian Rondy Sung

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

• 07/2024 → Present
  Fisher Investments
  Camas, WA
• 06/2024 → Present
  Willamette University
  Salem, OR
• 01/2024 → 07/2024
  Climb The Mountain
  Seattle, WA
• 06/2023 → 09/2023
  Russell Investments
  Seattle, WA
• 06/2022 → 06/2023
  Best Buy
  Puyallup, WA
• 09/2019 → 05/2024
  Pacific Lutheran University
  Tacoma, WA
• 09/2015 → 05/2019
  Silverton High School
  Silverton, OR
• 05/2019 → 09/2019
  Unemployed
  Scotts Mills, OR

Other Businesses

Business: Willamette University Investment related? No Address: 900 State St, Salem, OR 97301 Nature of Business: Higher Education Position: Assistant Debate Coach Relationship: Employee Start Date: June 2024 Months involved: 2 years Hours spent during trading hours: none Description: I teach and coach debate theory to the students in the debate program.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-30