Rachel Ruth Custer

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

• 06/2022 → 06/2023
  Raymond James & Associates, Inc
  St. Petersburg, FL
• 06/2016 → 03/2020
  Publix Supermarkets
  Clearwater And Jacksonville, FL
• 11/2017 → 08/2018
  Jacksonville University Marketing Department
  Jacksonville, FL
• 09/2018 → 04/2019
  Saint Petersburg College
  Clearwater, FL
• 11/2019 → 05/2022
  Fifth Third Bank
  Clearwater, FL
• 05/2022 → 06/2022
  Chase Bank
  Palm Harbor, FL
• 07/2018 → 08/2020
  Clearwater Community Sailing Center
  Clearwater, FL
• 05/2018 → 08/2018
  Ron Jon Surf Shop
  Clearwater, FL
• 06/2023 → 10/2024
  Brighthouse Financial
  Charlotte, NC
• 10/2024 → Present
  Fisher Investments
  Tampa, FL

Other Businesses

the name of the other business; Instacart whether the business is investment-related; No the address of the other business; 50 Beale St. 600 the nature of the other business; Grocery Shopping for others & delivering. your position; Shopper title, or relationship with the other business; Shopper the start date of your relationship; 02/25/2025 the approximate number of hours/month you devote to the other business; 24 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Personal shopping for other people

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-13
• S63 Uniform Securities Agent State Law Examination
  2023-12-21

Other Names

• Rachel Custer