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Shaelyn Boyer

Fisher Investments

Tampa, FL

Plano, TX

CRD 7514654

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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 2023-09-26
FL RA APPROVED 2022-05-20
  • TX RA
    APPROVED
    Since 2023-09-26
  • FL RA
    APPROVED
    Since 2022-05-20

Branch Locations

3109 W Dr. Martin Luther King Jr. Blvd Suite 600, Tampa, FL 33607 • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • 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
Fisher Investments Tampa FL 01/2022 Present
Iqpc Tampa FL 05/2021 01/2022
All Real Estate And Investments Orlando FL 08/2020 05/2021
Texas Roadhouse Orlando FL 07/2020 05/2021
Ucf Cweb Program (Lockheed Martin) Orlando FL 10/2018 02/2020
Francescas Orlando FL 08/2018 10/2018
High School-Wharton Tampa FL 08/2013 05/2017
University Of Central Florida Orlando FL 08/2017 05/2021
  • 01/2022 → Present
    Tampa, FL
  • 05/2021 → 01/2022
    Iqpc
    Tampa, FL
  • 08/2020 → 05/2021
    All Real Estate And Investments
    Orlando, FL
  • 07/2020 → 05/2021
    Texas Roadhouse
    Orlando, FL
  • 10/2018 → 02/2020
    Ucf Cweb Program (Lockheed Martin)
    Orlando, FL
  • 08/2018 → 10/2018
    Francescas
    Orlando, FL
  • 08/2013 → 05/2017
    High School-Wharton
    Tampa, FL
  • 08/2017 → 05/2021
    University Of Central Florida
    Orlando, FL
Other Businesses

the name of the other business; Doordash whether the business is investment-related; No the nature of the other business; Food delivery service your position; Deliver food title, or relationship with the other business; Dasher the start date of your relationship; 6/1/24 the approximate number of hours/month you devote to the other business; Weekends the number of hours you devote to the other business during securities trading hours; Weekends and briefly describe your duties relating to the other business; Deliver food

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-10
  • S65 Uniform Investment Adviser Law Examination
    2022-05-10
Other Names
  • Shaelyn Hammel

View on SEC IAPD

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