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Bryce Borglum

Fisher Investments

Plano, TX

CRD 7622195

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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
TX RA APPROVED 2022-11-16
  • TX RA
    APPROVED
    Since 2022-11-16

Branch Locations

6500 International Parkway Suite 2050, Plano, TX 75093 • 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
Fisher Investments Plano TX 07/2022 Present
Ohio State University Columbus OH 01/2021 05/2022
Geico Indianapolis IN 06/2021 07/2021
Kroger Company Cincinnati OH 03/2020 06/2020
Instacart Columbus OH 06/2020 06/2022
Ohio State Dining Services Columbus OH 01/2019 06/2019
Scansource Inc Greenville SC 06/2019 08/2019
Ohio State Calling Center Columbus OH 10/2019 12/2019
Ohio State Micro Biology Lab Columbus OH 01/2020 03/2020
The Web Entertainment Center Cincinnati OH 06/2016 04/2018
St Xavier High School Cincinnati OH 08/2014 05/2018
Ohio State University Columbus OH 08/2018 05/2022
  • 07/2022 → Present
    Fisher Investments
    Plano, TX
  • 01/2021 → 05/2022
    Ohio State University
    Columbus, OH
  • 06/2021 → 07/2021
    Geico
    Indianapolis, IN
  • 03/2020 → 06/2020
    Kroger Company
    Cincinnati, OH
  • 06/2020 → 06/2022
    Instacart
    Columbus, OH
  • 01/2019 → 06/2019
    Ohio State Dining Services
    Columbus, OH
  • 06/2019 → 08/2019
    Scansource Inc
    Greenville, SC
  • 10/2019 → 12/2019
    Ohio State Calling Center
    Columbus, OH
  • 01/2020 → 03/2020
    Ohio State Micro Biology Lab
    Columbus, OH
  • 06/2016 → 04/2018
    The Web Entertainment Center
    Cincinnati, OH
  • 08/2014 → 05/2018
    St Xavier High School
    Cincinnati, OH
  • 08/2018 → 05/2022
    Ohio State University
    Columbus, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-16
  • S65 Uniform Investment Adviser Law Examination
    2022-11-16

View on SEC IAPD

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