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Julia Elizabeth Felici Mcrobert

Fisher Investments

Camas, WA

Plano, TX

CRD 8259071

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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 2026-07-22
WA RA APPROVED 2026-07-22
  • TX RA
    APPROVED
    Since 2026-07-22
  • WA RA
    APPROVED
    Since 2026-07-22

Branch Locations

5525 Nw Fisher Creek Drive, Camas, WA 98607 • 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 Camas WA 12/2019 04/2022
Fisher Investments Camas WA 04/2022 09/2024
Fisher Investments Camas WA 09/2024 04/2026
Fisher Investments Camas WA 04/2026 Present
Central Washington University Ellensburg WA 12/2018 12/2019
Central Washington University Ellensburg WA 08/2018 12/2018
Central Washington University Ellensburg WA 10/2014 08/2018
  • 12/2019 → 04/2022
    Fisher Investments
    Camas, WA
  • 04/2022 → 09/2024
    Fisher Investments
    Camas, WA
  • 09/2024 → 04/2026
    Fisher Investments
    Camas, WA
  • 04/2026 → Present
    Fisher Investments
    Camas, WA
  • 12/2018 → 12/2019
    Central Washington University
    Ellensburg, WA
  • 08/2018 → 12/2018
    Central Washington University
    Ellensburg, WA
  • 10/2014 → 08/2018
    Central Washington University
    Ellensburg, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-22
  • S65 Uniform Investment Adviser Law Examination
    2026-07-22
Other Names
  • Julia Elizabeth Felici
  • Julia Mcrobert

View on SEC IAPD

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