Thomas George Dorsett

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

• 11/2022 → 01/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Princeton, NJ
• 07/2020 → 11/2022
  Le Bon Magot
  Hopewell, NJ
• 08/2016 → 01/2021
  Bucknell University
  Lewisburg, PA
• 12/2018 → 01/2019
  Ports America
  Newark, NJ
• 09/2011 → 04/2017
  Hopewell Valley Soccer Association
  Hopewell, NJ
• 05/2017 → 08/2017
  Bedens Brook Club
  Skillman, NJ
• 02/2026 → Present
  Fisher Investments
  Tampa, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-03-11

Other Names

• Tom Dorsett
• Thomas George Dorsett
• Thomas George Dorsett