Austin Russell Rivard

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

• 01/2020 → 09/2022
  Pareto Solutions Group
  Atlanta, GA
• 11/2019 → 12/2019
  Unemployed
  Keller, TX
• 03/2017 → 10/2019
  Adaptive Medical Partners
  Irving, TX
• 11/2015 → 03/2017
  Blue Sky Sports
  Keller, TX
• 08/2022 → 05/2024
  Td Ameritrade
  Southlake, TX
• 01/2024 → 05/2024
  Charles Schwab And Co., Inc.
  Omaha, NE
• 05/2024 → Present
  Fisher Investments
  Plano, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-08
• S63 Uniform Securities Agent State Law Examination
  2023-01-06