Brock Montgomery Bennison

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

• 08/2016 → 06/2017
  Full Time Education
  Southlake, TX
• 08/2017 → 06/2018
  Full Time Education
  Southlake, TX
• 06/2017 → 08/2017
  Timarron Country Club
  Southlake, TX
• 06/2018 → 08/2018
  Timarron Country Club
  Southlake, TX
• 08/2018 → 06/2019
  Full Time Education
  Salem, VA
• 06/2019 → 08/2019
  Gaylord Texan
  Grapevine, TX
• 08/2019 → 06/2020
  Full Time Education
  Dallas, TX
• 06/2020 → 08/2020
  Ra Sushi
  Southlake, TX
• 08/2020 → 06/2021
  Full Time Education
  Dallas, TX
• 06/2021 → 08/2021
  State Farm
  Dallas, TX
• 08/2021 → 06/2022
  Full Time Education
  Southalke, TX
• 06/2022 → 03/2024
  Fidelity Investments
  Westlake, TX
• 03/2024 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2023-07-14 → 2024-03-06
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-07-06
• S63 Uniform Securities Agent State Law Examination
  2023-01-06

Other Names

• Brock Montgomery Bennison
• Brock Bennison