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Preston Filla

Fisher Investments

Plano, TX

Tampa, FL

CRD 7562115

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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:

Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-06-22
TX RA APPROVED 2026-06-17
  • FL RA
    APPROVED
    Since 2026-06-22
  • TX RA
    APPROVED
    Since 2026-06-17

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

3109 W Dr Martin Luther King Jr Blvd Ste 600, Tampa, FL 33607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Orlando FL 07/2022 10/2022
Michigan State University East Lansing MI 07/2017 04/2021
Sport Clips Georgetown TX 06/2018 08/2018
Angels Care Hospice Omaha NE 07/2021 07/2022
College Works Painting East Lansing MI 02/2019 08/2019
Saline High School Saline MI 08/2012 05/2017
New York Life Insurance Company Tampa FL 12/2022 01/2025
Nylife Securities Llc Tampa FL 07/2024 01/2025
Fisher Investments Tampa FL 05/2026 Present
Usaa Tampa FL 01/2025 05/2026
  • 07/2022 → 10/2022
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 07/2017 → 04/2021
    Michigan State University
    East Lansing, MI
  • 06/2018 → 08/2018
    Sport Clips
    Georgetown, TX
  • 07/2021 → 07/2022
    Angels Care Hospice
    Omaha, NE
  • 02/2019 → 08/2019
    College Works Painting
    East Lansing, MI
  • 08/2012 → 05/2017
    Saline High School
    Saline, MI
  • 12/2022 → 01/2025
    New York Life Insurance Company
    Tampa, FL
  • 07/2024 → 01/2025
    Nylife Securities Llc
    Tampa, FL
  • 05/2026 → Present
    Fisher Investments
    Tampa, FL
  • 01/2025 → 05/2026
    Usaa
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-17
  • S65 Uniform Investment Adviser Law Examination
    2026-06-17

View on SEC IAPD

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