Tyler James Sanchez

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

• 05/2021 → 09/2021
  Texas Department Of Transportation
  Austin, TX
• 07/2017 → 08/2018
  Cracker Barrel Old Country Store
  Buda, TX
• 01/2023 → 09/2024
  Charles Schwab & Co., Inc.
  Austin, TX
• 06/2022 → 08/2022
  Charles Schwab Corp.
  Austin, TX
• 09/2024 → 11/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Frisco, TX
• 06/2019 → 08/2019
  Lifeguard 4 Hire
  Buda, TX
• 08/2018 → 12/2022
  Texas A&M University
  College Station, TX
• 08/2014 → 06/2018
  Jack C. Hays High School
  Buda,, TX
• 11/2024 → 11/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 11/2024 → 11/2025
  Bank Of America, N.A.
  Fort Worth, TX
• 12/2025 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2024-11-01 → 2025-12-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lake Worth, TX
  Fort Worth, TX
  New York, NY
  Frisco, TX
  Fort Worth, TX
  Frisco, TX
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-10-31
• S63 Uniform Securities Agent State Law Examination
  2023-06-23