Dustin Edward Alberto Bernard

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

• 07/2016 → 06/2017
  Miami Marlins
  Miami, FL
• 06/2017 → 08/2017
  Unemployed
  Doral, FL
• 08/2017 → 11/2018
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 08/2017 → 11/2018
  Northwestern Mutual Investment Services Llc
  Coral Gables, FL
• 02/2019 → 03/2022
  Charles Schwab And Co., Inc.
  Corte Madera, CA
• 11/2018 → 02/2019
  Unemployed
  Doral, FL
• 08/2020 → 03/2022
  Charles Schwab Bank, Ssb
  Corte Madera, CA
• 03/2022 → 11/2022
  Equitybee Inc.
  Palo Alto, CA
• 03/2022 → 11/2022
  Equitybee Securities, Llc
  Palo Alto, CA
• 09/2023 → Present
  Fisher Investments
  Plano, TX
• 01/2023 → 04/2023
  Epoc Real Estate
  Austin, TX
• 04/2023 → 09/2023
  Unemployed
  Austin, TX

Previous Registrations

• 2019-10-14 → 2022-04-19
  Charles Schwab & Co., Inc.
  Fort Worth, TX
  Corte Madera, CA
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2019-10-14

Other Names

• Dustin E Bernard