Brendan Hayes Covert

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

• 03/2022 → 07/2023
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 01/2022 → 01/2022
  Oregano's Pizza Bistro
  Scottsdale, AZ
• 06/2021 → 08/2021
  Macy's, Inc
  Lone Tree, CO
• 06/2020 → 08/2020
  Arizona Forward
  Phoenix, AZ
• 01/2019 → 12/2021
  Oregano's Pizza Bistro
  Tucson, AZ
• 08/2018 → 12/2019
  Hollister Co.
  Tucson, AZ
• 01/2016 → 07/2018
  Hollister Co.
  Scottsdale, AZ
• 08/2017 → 12/2021
  The University Of Arizona
  Tucson, AZ
• 08/2013 → 05/2017
  Brophy College Preparatory
  Phoenix, AZ
• 12/2023 → 04/2025
  Fisher Investments
  Camas, WA
• 08/2023 → 09/2023
  Walton Global
  Scottsdale, AZ
• 04/2025 → Present
  Fisher Investments
  Camas, WA
• 10/2023 → 10/2023
  Hollister Co.
  Scottsdale, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-01
• S63 Uniform Securities Agent State Law Examination
  2022-07-25

Other Names

• Brendan Covert