Colby Joseph Mortell

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 → 06/2025
  Equitable Advisors, Llc
  Fort Worth, TX
• 07/2021 → 04/2022
  Christie's Real Estate
  Fort Worth, TX
• 08/2018 → 07/2022
  Texas Christian University
  Fort Worth, TX
• 04/2020 → 08/2020
  Nancy's Pizza
  Stuart, FL
• 08/2012 → 08/2018
  The Pine School
  Stuart, FL
• 08/2022 → 09/2022
  Unemployed
  Fort Worth, TX
• 08/2025 → Present
  Fisher Investments
  Plano, TX
• 06/2025 → 08/2025
  Unemployed
  Fort Worth, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-11
• S63 Uniform Securities Agent State Law Examination
  2022-11-02

Other Names

• Colby Mortell