Parker Shetler

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

• 02/2023 → 01/2024
  Florida Financial Advisors
  Tampa, FL
• 11/2022 → 02/2023
  N/A
  Tampa, FL
• 07/2021 → 10/2022
  Windowwall
  Tampa, FL
• 03/2021 → 07/2021
  Direct Remodels
  St. Petersburg, FL
• 09/2020 → 03/2021
  Total Quality Logistics
  Tampa, FL
• 08/2019 → 08/2020
  Tronconi & Segarra Associates
  Buffalo, NY
• 02/2013 → 08/2019
  N/A
  Buffalo, NY
• 05/2023 → 01/2024
  Trinity Wealth Securities, Llc
  Tampa, FL
• 03/2024 → 04/2025
  Edelman Financial Engines
  Santa Clara, CA
• 04/2025 → Present
  Fisher Investments
  Tampa, FL

Previous Registrations

• 2024-03-27 → 2025-04-21
  Edelman Financial Engines
  Tampa, FL
  Tampa, FL
• 2023-03-04 → 2024-01-30
  Florida Financial Advisors, Llc
  Tampa, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-31

Other Names

• Parker Joseph Shetler