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Tomas Felipe Pacheco

Fisher Investments

Plano, TX

Heredia

CRD 8293649

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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

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
OrganizationCityStateFromTo
Fisher Investments San Mateo CA 06/2026 Present
Publicis Groupe Delivery San Jose 04/2023 05/2026
Simple Haus Cartago 02/2022 12/2022
Amazon San Jose 10/2019 12/2021
Fidelitas University San Jose 08/2016 07/2019
Unemployed San Jose 01/2022 02/2022
Unemployed San Jose 01/2023 03/2023
Unemployed San Jose 08/2019 09/2019
  • 06/2026 → Present
    Fisher Investments
    San Mateo, CA
  • 04/2023 → 05/2026
    Publicis Groupe Delivery
    San Jose
  • 02/2022 → 12/2022
    Simple Haus
    Cartago
  • 10/2019 → 12/2021
    Amazon
    San Jose
  • 08/2016 → 07/2019
    Fidelitas University
    San Jose
  • 01/2022 → 02/2022
    Unemployed
    San Jose
  • 01/2023 → 03/2023
    Unemployed
    San Jose
  • 08/2019 → 09/2019
    Unemployed
    San Jose
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-29
  • S65 Uniform Investment Adviser Law Examination
    2026-07-29

View on SEC IAPD

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