Mark Andrew Delas

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

• 06/2020 → 12/2021
  North High Brewing Company
  Dublin, OH
• 08/2019 → 01/2020
  5/3 Bank
  Cincinnati, OH
• 01/2020 → 05/2021
  Cardinal Health
  Dublin, OH
• 10/2021 → 11/2021
  Express
  Columbus, OH
• 08/2021 → 10/2021
  Pulte
  Dublin, OH
• 02/2022 → 01/2026
  Kestra Investment Services, Llc
  Columbus, OH
• 08/2017 → 05/2019
  University Of Findlay
  Findlay, OH
• 08/2015 → 05/2018
  University Of Findlay
  Findlay, OH
• 03/2026 → Present
  Fisher Investments
  Plano, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-15