Dennis N. Kelser

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

• 09/2022 → 03/2025
  Bank Of America, N.A.
  Philadelphia, PA
• 03/2019 → 08/2019
  The Home Depot
  Downingtown, PA
• 06/2021 → 07/2022
  Cvs
  Audubon, PA
• 06/2020 → 05/2021
  Unemployed
  Audubon, PA
• 09/2012 → 06/2020
  Vision Systems
  Athens
• 12/2021 → 03/2022
  N2 Publications (Franchise)
  Audubon, PA
• 02/2020 → 05/2020
  Target Corp. P
  Royersford, PA
• 08/2025 → 03/2026
  Fidelity Investments
  Greenville, DE
• 04/2025 → 08/2025
  Unemployed
  Fleetwood, PA
• 07/2022 → 03/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Philadelphia, PA
• 01/2019 → 12/2019
  Wegmans Food Stores
  Downingtown, PA
• 04/2026 → Present
  Fisher Investments
  Tampa, FL

Previous Registrations

• 2025-09-03 → 2026-04-17
  Strategic Advisers Llc
  Greenville, DE
  Fleetwood, PA
  Greenville, DE
• 2023-01-31 → 2025-04-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Philadelphia, PA
  New York, NY
  Philadelphia, PA
  Royersford, PA
  Philadelphia, PA
  Royersford, PA
  Royersford, PA

Exams

• S66 Uniform Combined State Law Examination
  2023-01-27

Other Names

• Dennis Nickolas Kelser