Daniel Slavin

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2023 → 12/2025
  Fisher Investments
  Tampa, FL
• 12/2025 → Present
  Fisher Investments
  Tampa, FL
• 05/2021 → 01/2023
  Corporate Finance Associates
  Charlotte , NC
• 05/2019 → 05/2023
  University Of Florida
  Gainesville, FL
• 01/2017 → 04/2019
  Moe's Southwest Grill
  St. Johns, FL
• 01/2003 → 05/2019
  Full-Time Education
  Jacksonville, FL

Other Businesses

Augmenex LLC is an augmented and virtual reality startup based in Gainesville, Florida, that creates interactive 3D models of restaurant menu items for immersive customer ordering. Startup business I helped out with in college. No revenue or business activities just a concept.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-29