Inactive

Cole Merrick

Fisher Investments

CRD 7651761

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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

Authority	Category	Status	Date
TX	RA	APPROVED	2022-12-10
WA	RA	APPROVED	2022-12-10

TX RA
APPROVED

Since 2022-12-10
WA RA
APPROVED

Since 2022-12-10

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

5525 Nw Fisher Creek Drive, Camas, WA 98607 • 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

Organization	City	State	From	To
Fisher Investments	Camas	WA	03/2020	Present
Ucsb	Santa Barbara	CA	09/2019	02/2020
Bank Of The West	San Ramon	CA	06/2019	08/2019
Ucsb	Santa Barbara	CA	09/2017	05/2019
Bank Of The West	Danville	CA	06/2016	08/2017

03/2020 → Present

Fisher Investments

Camas, WA
09/2019 → 02/2020

Ucsb

Santa Barbara, CA
06/2019 → 08/2019

Bank Of The West

San Ramon, CA
09/2017 → 05/2019

Ucsb

Santa Barbara, CA
06/2016 → 08/2017

Bank Of The West

Danville, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-12-09

S65 Uniform Investment Adviser Law Examination

2022-12-09

View on SEC IAPD

More in Plano, TX

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