Grant Taylor Styers

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

• 11/2016 → 12/2022
  Td Ameritrade
  Fort Worth, TX
• 02/2016 → 11/2016
  Trinet
  Dallas, TX
• 12/2022 → 02/2026
  Charles Schwab And Co., Inc.
  Fort Worth, TX
• 04/2024 → 02/2026
  Charles Schwab Bank, Ssb
  Fort Worth, TX
• 02/2026 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2022-01-27 → 2026-03-20
  Charles Schwab & Co., Inc.
  Southlake, TX
  Westlake, TX
• 2017-03-22 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Fort Worth, TX
  Southlake, TX
  Westlake, TX
• 2017-03-22 → 2022-10-14
  Td Ameritrade, Inc.
  Fort Worth, TX
  Omaha, NE
  Westlake, TX
  Westlake, TX
  Westlake, TX

Other Businesses

Name of Outside Business: Name: Girling Community Care, Role: Helper, Type: Other, Start Date: 03/28/2022, Investment Related?: No, Address: 8131 Lyndon B Johnson Fwy Ste 200, Dallas, TX 75251, Number of Hours/Mo: 12, Duties: helping with basic needs Real Estate|Investment Related:No|Real Estate (Non-Agent/Broker)|Rental Property|2024-03-05|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Renting 2nd home

Exams

• S66 Uniform Combined State Law Examination
  2017-03-10

Other Names

• Grant Styers