Lev Gokhlerner

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

• 08/2021 → 01/2022
  Network Capital Unding Corporation
  New York, NY
• 09/2022 → 03/2026
  J.P. Morgan Securities Llc
  Brooklyn, NY
• 09/2022 → 03/2026
  Jpmorgan Chase Bank, N.A.
  Brooklyn, NY
• 07/2021 → 08/2021
  Strategic Financial Solutions
  New York, NY
• 07/2019 → 09/2019
  Zara
  New York, NY
• 01/2018 → 05/2018
  Sports Tech
  Brooklyn, NY
• 02/2022 → 08/2022
  Unemployed
  Bronx, NY
• 04/2021 → 05/2021
  Standard Inform
  Moscow
• 06/2021 → 07/2021
  Unemployed
  Bronx, NY
• 08/2016 → 06/2017
  Unemployed
  Albany, NY
• 01/2019 → 05/2021
  Brooklyn College
  Brooklyn, NY
• 07/2017 → 12/2017
  Unemployed
  Bronx, NY
• 03/2018 → 12/2018
  Kingsborough Community College
  Brooklyn, NY
• 04/2026 → Present
  Fisher Investments
  Tampa, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-13
• S63 Uniform Securities Agent State Law Examination
  2022-12-15