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Adam Tomaselli

Fisher Investments

Camas, WA

Plano, TX

CRD 8313856

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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 2026-08-13
WA RA APPROVED 2026-08-13
  • TX RA
    APPROVED
    Since 2026-08-13
  • WA RA
    APPROVED
    Since 2026-08-13

Branch Locations

5525 Nw Fisher Creek Drive, Camas, WA 98607-9911 • United States

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 Camas WA 07/2026 Present
Cafe Yumm! Portland OR 10/2017 09/2018
Kate Brown Committee Portland OR 09/2018 11/2018
Gamestop Clackamas OR 06/2019 03/2020
Ideamapper Higher Ed Beaverton OR 08/2021 12/2021
Dregs Vodka Portland OR 01/2022 01/2023
Hcp Concierge Portland OR 03/2023 06/2026
Portland State University Portland OR 09/2017 06/2022
Cold Stone Creamery San Diego CA 06/2015 08/2017
  • 07/2026 → Present
    Fisher Investments
    Camas, WA
  • 10/2017 → 09/2018
    Cafe Yumm!
    Portland, OR
  • 09/2018 → 11/2018
    Kate Brown Committee
    Portland, OR
  • 06/2019 → 03/2020
    Gamestop
    Clackamas, OR
  • 08/2021 → 12/2021
    Ideamapper Higher Ed
    Beaverton, OR
  • 01/2022 → 01/2023
    Dregs Vodka
    Portland, OR
  • 03/2023 → 06/2026
    Hcp Concierge
    Portland, OR
  • 09/2017 → 06/2022
    Portland State University
    Portland, OR
  • 06/2015 → 08/2017
    Cold Stone Creamery
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-13
  • S65 Uniform Investment Adviser Law Examination
    2026-08-13

View on SEC IAPD

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