Zachary Cabra

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

• 09/2015 → 01/2022
  Self Employed
  Mckinney, TX
• 02/2022 → 05/2022
  Rogers Healy And Associates Realty
  Dallas, TX
• 03/2022 → Present
  Amazon Flex
  Dallas, TX
• 09/2015 → 11/2021
  Club Corp - Stonebridge Country Club
  Mckinney, TX
• 05/2022 → 12/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 05/2022 → 12/2024
  Bank Of America N.A.
  Dallas, TX
• 12/2024 → Present
  Fisher Investments
  Plano, TX
• 06/2023 → Present
  Citizens Church
  Plano, TX

Previous Registrations

• 2022-10-24 → 2024-12-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
  New York, NY
  Dallas, TX
  Frisco, TX
  Dallas, TX

Other Businesses

I*1316274For profit or not for profit: Entity CharitableName of outside business organization: Citizens ChurchInvestment related: NAddress of business: OBA, OBA, OBANature of business: ["Church or Religious Organization"]Position, title, association: ["Employee","Other"], Start date of relationship: 6/21/2023Number of hours devoted: 3 hour(s) WeeklyNumber of hours devoted during trading hours: 0Duties: Kids Care helper, I would be joining the Kids Care team at my church. This is a role that would be done Wednesdays at 6pm and some Sundays as well. The role is helping teach and take care of kids aged 1-12, while their parents are apart of our churches steps program or oth I* 880253 For profit or not for profit: Entity For Profit,Entity Publicly Traded Name of outside business organization: Amazon Flex Investment related: no Address of business: Carrollton, TX, 75006 Nature of business: Corporation Position, title, association: Other Start date of relationship: 02/04/2022 Number of hours devoted: 12 monthly Number of hours devoted during trading hours: 0 Duties: Amazon Delivery, Pick up and drop off packages for Amazon

Exams

• S66 Uniform Combined State Law Examination
  2022-10-20