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Michael O'COnnor

Fisher Investments

Plano, TX

Tampa, FL

CRD 8313928

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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
FL RA APPROVED 2026-08-17
TX RA APPROVED 2026-08-12
  • FL RA
    APPROVED
    Since 2026-08-17
  • TX RA
    APPROVED
    Since 2026-08-12

Branch Locations

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

3109 W Dr. Martin Luther King Blvd Suite 600, Tampa, FL 33607 • 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 Tampa FL 07/2026 Present
Wagner Property Group Tampa FL 02/2019 11/2024
Revival Homebuyer Tampa FL 11/2024 07/2026
M Donahue Associates Inc. Brockton MA 05/2015 08/2017
Boston Brothers Promotions Boston MA 08/2017 02/2019
Douglas Elliman Real Estate Boston MA 04/2018 02/2019
Evo Real Estate Group Boston MA 04/2020 11/2020
Douglas Elliman Real Estate Boston MA 11/2020 03/2021
Compass Real Estate Boston MA 03/2021 08/2022
Suffolk University Boston MA 08/2016 04/2018
  • 07/2026 → Present
    Fisher Investments
    Tampa, FL
  • 02/2019 → 11/2024
    Wagner Property Group
    Tampa, FL
  • 11/2024 → 07/2026
    Revival Homebuyer
    Tampa, FL
  • 05/2015 → 08/2017
    M Donahue Associates Inc.
    Brockton, MA
  • 08/2017 → 02/2019
    Boston Brothers Promotions
    Boston, MA
  • 04/2018 → 02/2019
    Douglas Elliman Real Estate
    Boston, MA
  • 04/2020 → 11/2020
    Evo Real Estate Group
    Boston, MA
  • 11/2020 → 03/2021
    Douglas Elliman Real Estate
    Boston, MA
  • 03/2021 → 08/2022
    Compass Real Estate
    Boston, MA
  • 08/2016 → 04/2018
    Suffolk University
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-12
  • S65 Uniform Investment Adviser Law Examination
    2026-08-12

View on SEC IAPD

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