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Miriam Rebeca Portilla Gomez

Fisher Investments

Heredia

Plano, TX

CRD 8293382

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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
CA RA APPROVED 2026-07-30
  • CA RA
    APPROVED
    Since 2026-07-30

Branch Locations

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

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 San Mateo CA 06/2026 Present
Amazon Heredia 07/2025 05/2026
Full Time Education Heredia 12/2024 06/2025
Languageline Solutions Heredia 01/2018 12/2024
Amazon Heredia 07/2017 12/2017
Unemployed, Full-Time Education San Jose 09/2016 06/2017
Hewlett Packard Heredia 05/2010 09/2016
  • 06/2026 → Present
    Fisher Investments
    San Mateo, CA
  • 07/2025 → 05/2026
    Amazon
    Heredia
  • 12/2024 → 06/2025
    Full Time Education
    Heredia
  • 01/2018 → 12/2024
    Languageline Solutions
    Heredia
  • 07/2017 → 12/2017
    Amazon
    Heredia
  • 09/2016 → 06/2017
    Unemployed, Full-Time Education
    San Jose
  • 05/2010 → 09/2016
    Hewlett Packard
    Heredia
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-29
  • S65 Uniform Investment Adviser Law Examination
    2026-07-29
Other Names
  • Miriam Rebeca Portilla Gomez

View on SEC IAPD

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