Wesley Dean Fish

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

• 09/2015 → 05/2017
  Mercer Global Advisors Inc.
  Tampa, FL
• 01/2018 → Present
  Fisher Investments
  Camas, WA
• 05/2017 → 01/2018
  Unemployed
  Green Cove Springs, FL

Previous Registrations

• 2013-04-15 → 2017-06-01
  Mercer Global Advisors Inc.
  Sarasota, FL
  Tampa, FL
• 2012-01-27 → 2013-04-18
  Td Ameritrade, Inc.
  Jacksonville, FL
• 2012-03-01 → 2013-04-18
  Td Ameritrade Investment Management, Llc
  Ponte Vedra Beach, FL
• 2008-10-02 → 2011-03-15
  Wells Fargo Clearing Services, Llc
  Jacksonville, FL
  Jacksonville, FL

Other Businesses

| Name of the other business: FISH HOLDINGS, LLC | Investment-related? NO | Address of the other business: 3646 SPYGLASS COURT, GREEN COVE SPRINGS, FL 32043 | Nature of the other business: REAL ESTATE | Position, title, or relationship with the other business: MANAGER | Start date of your relationship: 05/2013 | Approximate number of hours/month you devote to the other business: LESS THAN 1 | Number of hours you devote to the other business during securities trading hours: 0 | Duties relating to the other business: MANAGEMENT FOR PERSONAL ESTATE AND ASSET PROTECTION PURPOSES

Exams

• S66 Uniform Combined State Law Examination
  2008-09-26

Designations

• Certified Financial Planner

Other Names

• Wesley Fish
• Wesley Dean Fish
• Wesley D Fish