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Kylie Riveron

Fisher Investments

Tampa, FL

Plano, TX

CRD 7978815

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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 2026-07-22
TX RA APPROVED 2026-07-14
  • FL RA
    APPROVED
    Since 2026-07-22
  • TX RA
    APPROVED
    Since 2026-07-14

Branch Locations

3109 W Dr. Martin Luther King Jr. Blvd Suite 600, Tampa, FL 33607 • 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
Dam Good Cafe Dublin PA 10/2016 04/2017
Luberto's Brick Oven Pizza Dublin PA 06/2017 03/2019
Pine Run Retirement Community Doylestown PA 04/2019 08/2020
Seaport Pier Wildwood NJ 05/2020 05/2024
Brighthouse Financial Charlotte NC 05/2024 04/2026
Pennridge Middle School Perkasie PA 08/2014 09/2016
Fisher Investments Tampa FL 05/2026 Present
  • 10/2016 → 04/2017
    Dam Good Cafe
    Dublin, PA
  • 06/2017 → 03/2019
    Luberto's Brick Oven Pizza
    Dublin, PA
  • 04/2019 → 08/2020
    Pine Run Retirement Community
    Doylestown, PA
  • 05/2020 → 05/2024
    Seaport Pier
    Wildwood, NJ
  • 05/2024 → 04/2026
    Brighthouse Financial
    Charlotte, NC
  • 08/2014 → 09/2016
    Pennridge Middle School
    Perkasie, PA
  • 05/2026 → Present
    Fisher Investments
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-14
S63 Uniform Securities Agent State Law Examination 2024-10-30
  • S65 Uniform Investment Adviser Law Examination
    2026-07-14
  • S63 Uniform Securities Agent State Law Examination
    2024-10-30

View on SEC IAPD

Nearby Firms

STRATEGIC WEALTH INVESTMENT GROUP, LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
UNITED CAPITAL FINANCIAL ADVISORS

Nearby Investors

PETER CASEY GAYLE
John Luke Robinson
MICHAEL MOFFA

Nearby Offices

STRATEGIC WEALTH INVESTMENT GROUP, LLC · Tampa, FL
INDEPENDENT ADVISOR ALLIANCE, LLC · Tampa, FL
UNITED CAPITAL FINANCIAL ADVISORS · TAMPA, FL

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