Tyrell D' Wayne Patterson

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

• 12/2022 → Present
  Fisher Investments
  Wylie, TX
• 11/2017 → 03/2021
  Bbva Usa
  Carrollton, TX
• 03/2021 → 12/2022
  Pnc Bank
  Mckinney, TX
• 11/2013 → 10/2017
  Wells Fargo Bank
  Plano, TX

Other Businesses

the name of the other business; Vision Studios whether the business is investment-related; No the address of the other business; Wylie TX the nature of the other business; Film producing and media consulting your position; owner title, or relationship with the other business; owner the start date of your relationship; 08/17/20 the approximate number of hours/month you devote to the other business; 6-10 hours the number of hours you devote to the other business during securities trading hours; 0 hours and briefly describe your duties relating to the other business; consulting podcasts, general public who desire video production and content creators

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-29

Other Names

• Tyrell Patterson