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Andrew Michael Martel

Fisher Investments

Tampa, FL

Plano, TX

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Current Employers
Fisher Investments

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-09-08
FL RA APPROVED 2021-06-08
  • TX RA
    APPROVED_RES
    Since 2023-09-08
  • FL RA
    APPROVED
    Since 2021-06-08

Branch Locations

3109 W Martin L King Jr Boulevard 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
Ave Maria University Ave Maria FL 08/2013 05/2017
Coastal Wealth Fort Myers FL 05/2017 12/2017
Fisher Investments Tampa FL 01/2018 Present
  • 08/2013 → 05/2017
    Ave Maria University
    Ave Maria, FL
  • 05/2017 → 12/2017
    Coastal Wealth
    Fort Myers, FL
  • 01/2018 → Present
    Fisher Investments
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-17
S66 Uniform Combined State Law Examination 2017-09-28
  • S65 Uniform Investment Adviser Law Examination
    2020-12-17
  • S66 Uniform Combined State Law Examination
    2017-09-28
Other Names
  • Andrew Martel

View on SEC IAPD

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