Andrew Olear

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

• 12/2017 → 01/2020
  Massachusetts Mutual Life Insurance Company
  Dallas, TX
• 01/2018 → 01/2020
  Mml Investors Services, Llc
  Dallas, TX
• 08/2013 → 09/2017
  Ijoin Solutions
  Raleigh, NC
• 09/2017 → 12/2017
  Unemployed
  Trophy Club, TX
• 12/2023 → Present
  Fisher Investments
  Plano, TX
• 02/2020 → 12/2020
  Self Employed
  Trophy Club, TX
• 01/2021 → 11/2021
  Unemployed
  Trophy Club, TX
• 01/2022 → 03/2022
  Self Employed
  Trophy Club, TX
• 04/2022 → 12/2022
  Endless Holdings Llc
  Waynesboro, MS
• 01/2023 → 11/2023
  Unemployed
  Trophy Club, TX

Previous Registrations

• 2018-02-28 → 2020-01-07
  Mml Investors Services, Llc
  Addison, TX
  Dallas, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-13
• S66 Uniform Combined State Law Examination
  2018-02-02
• S63 Uniform Securities Agent State Law Examination
  1984-03-28

Other Names

• (Ii) Andrew Olear
• Andrew Olear
• Andrew Olear