Inactive

Paul Sanders

Fisher Investments

CRD 6751174

Claim This Profile

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2023-07-27
FL	RA	APPROVED	2021-08-09

TX RA
APPROVED_RES

Since 2023-07-27
FL RA
APPROVED

Since 2021-08-09

Branch Locations

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

3109 W Martin L King Jr Blvd Ste 600, Tampa, FL 33607 • 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

Organization	City	State	From	To
Morgan Stanley	Temple Terrace	FL	02/2017	Present
Amazon	Ruskin	FL	11/2015	01/2017
Morgan Stanley Private Bank, N.A	New York	NY	11/2020	Present
Fisher Investments	Tampa	FL	07/2021	Present

02/2017 → Present

Morgan Stanley

Temple Terrace, FL
11/2015 → 01/2017

Amazon

Ruskin, FL
11/2020 → Present

Morgan Stanley Private Bank, N.A

New York, NY
07/2021 → Present

Fisher Investments

Tampa, FL

Previous Registrations

2017-10-13 → 2021-07-16

Morgan Stanley

Tampa, FL

Tampa, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-08-25

S66 Uniform Combined State Law Examination

2017-08-25

Other Names

Paul Ellison Sanders

View on SEC IAPD

More in Plano, TX

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor