Maxwell Grout

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

• 06/2026 → Present
  Fisher Investments
  Plano, TX
• 01/2024 → 06/2026
  Paul Revere Films, Llc.
  Dallas, TX
• 05/2023 → 01/2024
  Third Bridge Limited
  Dallas, TX
• 05/2022 → 01/2023
  Millenium Sustainable Ventures
  New York, NY
• 11/2021 → 03/2022
  Bowery Farming
  Kearny, NJ
• 06/2021 → 10/2021
  Lipman Family Farms
  Estero, FL
• 08/2017 → 05/2021
  Cornell University
  Ithaca, NY
• 09/2016 → 05/2017
  Sya - School Year Abroad
  Zaragoza
• 01/2023 → 05/2023
  Unemployed
  Naples, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-12

Other Names

• Max Grout