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Thomas George Machado

Fisher Investments

Plano, TX

San Mateo, CA

CRD 6721371

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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_RES 2023-08-15
CA RA APPROVED 2020-01-08
  • TX RA
    APPROVED_RES
    Since 2023-08-15
  • CA RA
    APPROVED
    Since 2020-01-08

Branch Locations

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

1450 Fashion Island Boulevard, San Mateo, CA 94404 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 10/2016 08/2019
Bank Of America, N.A. San Jose CA 03/2015 10/2016
Fisher Investments San Mateo CA 01/2020 Present
Unemployed San Jose CA 08/2019 01/2020
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-03-16
  • S66 Uniform Combined State Law Examination
    2017-03-16
Other Names
  • Thomas G. Machado
  • Thomas Machado

View on SEC IAPD

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