Best Investors Account Sign in
Inactive

Nathan Angelo Presutti

Fisher Investments

Plano, TX

Pittsburgh, PA

CRD 5489595

Claim This Profile
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_RES 2023-09-07
PA RA APPROVED 2016-12-06
  • TX RA
    APPROVED_RES
    Since 2023-09-07
  • PA RA
    APPROVED
    Since 2016-12-06

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Pittsburgh, PA • 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
Fidelity Brokerage Services Llc Altamonte Springs FL 11/2012 Present
Fisher Investments Camas WA 12/2016 Present
  • 11/2012 → Present
    Fidelity Brokerage Services Llc
    Altamonte Springs, FL
  • 12/2016 → Present
    Camas, WA
Previous Registrations
  • 2013-01-07 → 2016-12-23
    Altamonte Springs, FL
    Novi, MI
  • 2012-06-08 → 2012-11-19
    Td Ameritrade, Inc.
    Reston, VA
  • 2012-06-05 → 2012-11-19
    Td Ameritrade Investment Management, Llc
    Reston, VA
  • 2010-08-06 → 2012-06-07
    Jacksonville, FL
  • 2009-04-17 → 2009-12-07
    Jacksonville, FL
Other Businesses

OAA#: 41739 | Org Name:Rental Property | Org Addr:Novi, MI, US | Nature of Bus:Rental Property | Invst Rel:N | Title:Landlord | Duties:Manage properties | Start Dt:03/01/2016 | Total Hrs p/m:1 | Sec Trdng Hrs p/m:0

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-04-15
S63 Uniform Securities Agent State Law Examination 2008-03-13
  • S66 Uniform Combined State Law Examination
    2009-04-15
  • S63 Uniform Securities Agent State Law Examination
    2008-03-13
Other Names
  • Nathan A Presutti
  • Nathan Presutti

View on SEC IAPD

More in Plano, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor