Stefan Faiaz Satar

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

• 01/2023 → 07/2024
  Florida Financial Advisors
  Tampa, FL
• 07/2021 → 01/2023
  Florida Dermatology And Skin Cancer Centers
  Winter Haven, FL
• 02/2021 → 05/2021
  Lakeland Regional Health Medical Center
  Lakeland, FL
• 08/2020 → 06/2021
  Kelly Services
  Lakeland, FL
• 08/2018 → 06/2020
  Polk State College
  Winter Haven, FL
• 08/2020 → 06/2022
  Polk State College
  Winter Haven, FL
• 08/2018 → 06/2020
  Chain Of Lakes Collegiate
  Winter Haven, FL
• 08/2016 → 06/2018
  Discovery High School
  Lake Alfred, FL
• 05/2023 → 07/2024
  Trinity Wealth Securities Llc
  Tampa, FL
• 08/2024 → Present
  Fisher Investments
  Tampa, FL

Previous Registrations

• 2023-02-07 → 2024-06-14
  Florida Financial Advisors, Llc
  Tampa, FL
  Tampa, FL
  Tampa, FL

Other Businesses

Facebook Marketplace. This business is not investment-related, The Nature of the business is refurbishing items on the marketplace for a profit. The address of the other business is 2021 N Lemans Blvd Tampa FL 33607. Position: Owner. The start date is April 23, 2024. The approximate hours devoted monthly is 5 hours. I search the marketplace for items that can use some TLC and buy them for a discount and after I refurbish them, I resell them for a profit.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-05