Inactive

Roberto Hernandez Johannesen

Fisher Investments

CRD 8293354

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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

Authority	Category	Status	Date
CA	RA	APPROVED	2026-07-14

CA RA
APPROVED

Since 2026-07-14

Branch Locations

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

Zona Franca America, Edifício E21, Sexto Piso San Francisco , Heredia 40103 • Costa Rica

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

Organization	City	State	From	To
Fisher Investments	Woodside	CA	06/2026	Present
Concentrix	San Jose		09/2025	05/2026
Comercial V Y H	Heredia		03/2025	09/2025
Foundever	Heredia		06/2020	03/2025
Full Belly Deli	Heredia		01/2019	06/2020
Tek Experts	San Jose		01/2018	12/2018
Infosys Bpo	San Jose		05/2015	12/2017

06/2026 → Present

Fisher Investments

Woodside, CA
09/2025 → 05/2026

Concentrix

San Jose
03/2025 → 09/2025

Comercial V Y H

Heredia
06/2020 → 03/2025

Foundever

Heredia
01/2019 → 06/2020

Full Belly Deli

Heredia
01/2018 → 12/2018

Tek Experts

San Jose
05/2015 → 12/2017

Infosys Bpo

San Jose

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-07-14

S65 Uniform Investment Adviser Law Examination

2026-07-14

View on SEC IAPD

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