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Juan Daniel Alfaro-Castro

Fisher Investments

Plano, TX

Heredia

CRD 8314406

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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 2026-08-13
  • CA RA
    APPROVED
    Since 2026-08-13

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 07/2026 Present
Icf Newark NJ 02/2024 05/2026
Cmc Energy Services Hamilton NJ 02/2022 02/2024
Attics And More Laurel Springs NJ 11/2021 02/2022
Oxford Energy Hainesport NJ 10/2021 11/2021
Window Nation Cherry Hill NJ 06/2021 10/2021
Nvr Delran NJ 03/2021 06/2021
Apple Edison NJ 09/2017 02/2021
Best Buy Bridgewater NJ 09/2015 09/2017
  • 07/2026 → Present
    Fisher Investments
    San Mateo, CA
  • 02/2024 → 05/2026
    Icf
    Newark, NJ
  • 02/2022 → 02/2024
    Cmc Energy Services
    Hamilton, NJ
  • 11/2021 → 02/2022
    Attics And More
    Laurel Springs, NJ
  • 10/2021 → 11/2021
    Oxford Energy
    Hainesport, NJ
  • 06/2021 → 10/2021
    Window Nation
    Cherry Hill, NJ
  • 03/2021 → 06/2021
    Nvr
    Delran, NJ
  • 09/2017 → 02/2021
    Apple
    Edison, NJ
  • 09/2015 → 09/2017
    Best Buy
    Bridgewater, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-13
  • S65 Uniform Investment Adviser Law Examination
    2026-08-13
Other Names
  • Juan Alfaro Castro
  • Juan Alfaro

View on SEC IAPD

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