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Gordon Michael Neale

Fisher Investments

Tampa, FL

Plano, TX

CRD 7638897

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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 2024-02-20
FL RA APPROVED 2022-12-22
  • TX RA
    APPROVED
    Since 2024-02-20
  • FL RA
    APPROVED
    Since 2022-12-22

Branch Locations

3109 W Dr Martin Luther King Jr Blvd Suite 600, Tampa, FL 33607 • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • 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 Tampa FL 08/2022 Present
N/A Palm Beach Gardens FL 08/2019 08/2022
N/A Tabuco Canyon CA 10/2010 08/2019
  • 08/2022 → Present
    Fisher Investments
    Tampa, FL
  • 08/2019 → 08/2022
    N/A
    Palm Beach Gardens, FL
  • 10/2010 → 08/2019
    N/A
    Tabuco Canyon, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-12
  • S65 Uniform Investment Adviser Law Examination
    2022-12-12
Other Names
  • Gordon Neale

View on SEC IAPD

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