Kelsey Sofia Summers

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

• 05/2018 → 10/2018
  Crunch Fitness
  Albuquerque, NM
• 02/2018 → 05/2020
  Td Ameritrade
  Albuquerque, NM
• 01/2018 → 02/2018
  Ruth's Chris Steakhouse
  Albuquerque, NM
• 04/2017 → 12/2018
  Johnson Gym At The University Of New Mexico
  Albuquerque, NM
• 04/2017 → 02/2018
  Scottrade
  Albuquerque, NM
• 08/2015 → 12/2018
  University Of New Mexico
  Albuquerque, NM
• 06/2020 → 12/2020
  Fidelity Investments
  South Bend, IN
• 12/2020 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2020-07-01 → 2020-11-19
  Fidelity Personal And Workplace Advisors
  South Bend, IN
• 2019-05-08 → 2020-05-28
  Td Ameritrade, Inc.
  Aluquerque, NM
  Springfield, MO
  Springfield, MO
  Albuquerque, NM
  Oklahoma City, OK
• 2019-05-08 → 2020-05-28
  Td Ameritrade Investment Management, Llc
  Springfield, MO
  Edmund, OK

Exams

• S66 Uniform Combined State Law Examination
  2019-05-07

Other Names

• Kelsey Sofia Summers
• Kelsey S Summers