Taylor Lewis Bennett

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

• 06/2022 → 06/2024
  Mcadam Llc
  Irving, TX
• 01/2019 → 05/2022
  University Of Texas
  Richardson, TX
• 10/2018 → 09/2022
  Ups
  Grapevine, TX
• 01/2016 → 09/2018
  Starbucks
  Arlington, TX
• 01/2023 → 06/2024
  Uber
  San Francisco, CA
• 07/2024 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2022-09-20 → 2024-03-01
  Mcadam Llc
  Radnor, PA
  Irving, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-09-03