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Suleiman Masumbuko

Fisher Investments

Plano, TX

CRD 7677528

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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 2023-02-14
  • TX RA
    APPROVED
    Since 2023-02-14

Branch Locations

6500 International Parkway Suite 2050, Plano, TX 75093 • 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 Plano TX 04/2021 Present
Paychex Rochester NY 10/2020 04/2021
Medix Chicago IL 04/2019 08/2020
Door Dallas TX 06/2018 04/2019
Ranger Staffing Group Frisco TX 08/2017 06/2018
University Of Tulsa Tulsa OK 06/2015 05/2017
  • 04/2021 → Present
    Fisher Investments
    Plano, TX
  • 10/2020 → 04/2021
    Paychex
    Rochester, NY
  • 04/2019 → 08/2020
    Medix
    Chicago, IL
  • 06/2018 → 04/2019
    Door
    Dallas, TX
  • 08/2017 → 06/2018
    Ranger Staffing Group
    Frisco, TX
  • 06/2015 → 05/2017
    University Of Tulsa
    Tulsa, OK
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-14
  • S65 Uniform Investment Adviser Law Examination
    2023-02-14

View on SEC IAPD

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