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Emily Ann Nelson

Fisher Investments

Plano, TX

Tampa, FL

CRD 8209264

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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
FL RA APPROVED 2026-02-20
TX RA APPROVED 2026-02-17
  • FL RA
    APPROVED
    Since 2026-02-20
  • TX RA
    APPROVED
    Since 2026-02-17

Branch Locations

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

3109 W Dr. Martin Luther King Blvd Suite 600, Tampa, FL 33607 • 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 10/2025 Present
Unemployed Saint Petersburg FL 06/2025 10/2025
Macdinton's Irish Pub Gainesville FL 01/2025 06/2025
Beach Gnv Gainesville FL 04/2024 01/2025
Cantina Anejo Gainesville FL 07/2023 04/2024
Self-Employed Gainesville FL 09/2023 05/2025
Salty Dog Surf Shop Ormond Beach FL 02/2019 01/2023
University Of Florida Gainesville FL 06/2021 05/2025
Unemployed Ormond Beach FL 11/2002 02/2019
  • 10/2025 → Present
    Fisher Investments
    Tampa, FL
  • 06/2025 → 10/2025
    Unemployed
    Saint Petersburg, FL
  • 01/2025 → 06/2025
    Macdinton's Irish Pub
    Gainesville, FL
  • 04/2024 → 01/2025
    Beach Gnv
    Gainesville, FL
  • 07/2023 → 04/2024
    Cantina Anejo
    Gainesville, FL
  • 09/2023 → 05/2025
    Self-Employed
    Gainesville, FL
  • 02/2019 → 01/2023
    Salty Dog Surf Shop
    Ormond Beach, FL
  • 06/2021 → 05/2025
    University Of Florida
    Gainesville, FL
  • 11/2002 → 02/2019
    Unemployed
    Ormond Beach, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-17
  • S65 Uniform Investment Adviser Law Examination
    2026-02-17
Other Names
  • Emily Nelson

View on SEC IAPD

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