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Carter Fricano

Fisher Investments

Plano, TX

CRD 8294136

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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 2026-07-13
  • TX RA
    APPROVED
    Since 2026-07-13

Branch Locations

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 Plano TX 06/2026 Present
Resonant Technology Partners San Antonio TX 06/2025 06/2026
Fastest Labs San Antonio TX 09/2024 04/2025
Impact Networking Lake Forest IL 07/2023 07/2024
Huntington National Bank Mundelein IL 09/2022 07/2023
Starbucks Coffee Company Hainesville IL 04/2019 09/2022
Mariano's Bannockburn IL 07/2018 04/2019
Lowe's Vernon Hills IL 03/2017 07/2018
Chick-Fil-A Vernon Hills IL 05/2016 03/2017
  • 06/2026 → Present
    Fisher Investments
    Plano, TX
  • 06/2025 → 06/2026
    Resonant Technology Partners
    San Antonio, TX
  • 09/2024 → 04/2025
    Fastest Labs
    San Antonio, TX
  • 07/2023 → 07/2024
    Impact Networking
    Lake Forest, IL
  • 09/2022 → 07/2023
    Huntington National Bank
    Mundelein, IL
  • 04/2019 → 09/2022
    Starbucks Coffee Company
    Hainesville, IL
  • 07/2018 → 04/2019
    Mariano's
    Bannockburn, IL
  • 03/2017 → 07/2018
    Lowe's
    Vernon Hills, IL
  • 05/2016 → 03/2017
    Chick-Fil-A
    Vernon Hills, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-13
  • S65 Uniform Investment Adviser Law Examination
    2026-07-13

View on SEC IAPD

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