Zachary Alexander Mcdaniel

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 → 12/2023
  Hilltop Securities Inc
  Dallas, TX
• 08/2020 → 10/2022
  Guild Mortgage Company
  Austin, TX
• 05/2020 → 08/2020
  Goosehead Insurance
  Austin, TX
• 08/2018 → 03/2020
  Visio Lending
  Austin, TX
• 05/2018 → 10/2018
  Yeti Coolers
  Austin, TX
• 01/2018 → 04/2018
  Outboundengine
  Austin, TX
• 03/2017 → 12/2017
  Regents Capital Corporation
  Austin, TX
• 01/2017 → 03/2017
  Evo Entertainment
  Kyle, TX
• 01/2016 → 11/2016
  Gristmill River Restaurant And Bar
  New Braunfels, TX
• 12/2023 → Present
  Fisher Investments
  Plano, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-15