Andrew Bryan Anderson

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

• 06/2022 → 10/2022
  The Vanguard Group, Inc.
  Charlotte, NC
• 02/2022 → 06/2022
  Best Crowd Management
  Orlando, FL
• 05/2019 → 05/2019
  Orlando Capital Consulting
  Orlando, FL
• 08/2018 → 12/2021
  University Of Central Florida
  Orlando, FL
• 08/2017 → 05/2018
  Troy University
  Troy, AL
• 08/2013 → 05/2017
  Eustis High School
  Eustis, FL
• 06/2014 → 08/2018
  Lake County Public Defender
  Tavares, FL
• 12/2022 → 03/2024
  Fidelity Investments
  Tampa, FL
• 03/2025 → Present
  Fisher Investments
  Tampa, FL
• 03/2024 → 02/2025
  Fidelity Investments
  Tampa, FL

Previous Registrations

• 2024-04-11 → 2025-02-19
  Fidelity Personal And Workplace Advisors
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2024-02-16
• S63 Uniform Securities Agent State Law Examination
  2022-08-12

Other Names

• Andrew Anderson
• Andy Anderson