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Rebekah Tracy

Fisher Investments

Plano, TX

Tampa, FL

CRD 8050751

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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 2026-07-23
TX RA APPROVED 2026-07-16
  • FL RA
    APPROVED
    Since 2026-07-23
  • TX RA
    APPROVED
    Since 2026-07-16

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
Martin Piva Rochester NY 03/2025 10/2025
John Cabot University Rome 09/2020 06/2024
Palermo's Rochester NY 09/2024 01/2025
Farmhouse Table Food Rochester NY 05/2022 06/2022
Homesteads For Hope Rochester NY 06/2021 08/2021
Coldwater Salon & Day Spa Rochester NY 07/2020 08/2020
Mcdonald's Rochester NY 06/2020 07/2020
Bill Grays Rochester NY 07/2019 05/2020
Unemployed Rochester NY 05/2015 06/2019
Equitable Advisors, Llc New York NY 10/2025 10/2025
Fisher Investments Tampa FL 07/2026 Present
Pelato Charleston SC 04/2026 06/2026
Unemployed Charleston SC 10/2025 06/2026
  • 03/2025 → 10/2025
    Martin Piva
    Rochester, NY
  • 09/2020 → 06/2024
    John Cabot University
    Rome
  • 09/2024 → 01/2025
    Palermo's
    Rochester, NY
  • 05/2022 → 06/2022
    Farmhouse Table Food
    Rochester, NY
  • 06/2021 → 08/2021
    Homesteads For Hope
    Rochester, NY
  • 07/2020 → 08/2020
    Coldwater Salon & Day Spa
    Rochester, NY
  • 06/2020 → 07/2020
    Mcdonald's
    Rochester, NY
  • 07/2019 → 05/2020
    Bill Grays
    Rochester, NY
  • 05/2015 → 06/2019
    Unemployed
    Rochester, NY
  • 10/2025 → 10/2025
    Equitable Advisors, Llc
    New York, NY
  • 07/2026 → Present
    Fisher Investments
    Tampa, FL
  • 04/2026 → 06/2026
    Pelato
    Charleston, SC
  • 10/2025 → 06/2026
    Unemployed
    Charleston, SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-02
  • S66 Uniform Combined State Law Examination
    2025-10-02

View on SEC IAPD

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