Donnie Alf Balenger

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

• 04/2007 → 02/2020
  E*Trade Securities Llc
  Alpharetta, GA
• 03/2009 → 02/2020
  E*Trade Capital Management Llc
  Alpharetta, GA
• 02/2020 → 08/2024
  E*Trade Securities Llc
  Alpharetta, GA
• 02/2020 → 08/2024
  E*Trade Capital Management Llc
  Alpharetta, GA
• 03/2023 → 08/2024
  Morgan Stanley
  Alpharetta, GA
• 09/2023 → 08/2024
  Morgan Stanley
  Alpharetta, GA
• 09/2023 → 08/2024
  Morgan Stanley
  Alpharetta, GA
• 09/2024 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2023-09-05 → 2024-08-21
  Morgan Stanley
  Alpharetta, GA
• 2009-03-06 → 2023-09-05
  Harrisdirect Llc
  Arlington, VA
  Alpharetta, GA
  Alpharetta, GA
  Alpharetta, GA
• 2005-05-13 → 2006-06-02
  Morgan Stanley Dw Inc.
  Atlanta, GA
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2009-03-04

Other Names

• Donnie Alf Balenger
• Donnie Alf Balenger