Andy Edgar Chen

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

• 07/2017 → 05/2021
  Ameriprise Financial Services Inc
  Las Vegas, NV
• 11/2015 → 07/2017
  East West Bank
  Las Vegas, NV
• 05/2021 → 02/2023
  Fidelity Investments
  Tigard, OR
• 04/2023 → 05/2024
  Charles Schwab & Co., Inc.
  Eugene, OR
• 04/2023 → 05/2024
  Charles Schwab Bank, Ssb
  Eugene, OR
• 06/2023 → 06/2024
  Td Ameritrade Inc.
  Eugene, OR
• 06/2024 → 03/2026
  Ameriprise Financial Services, Llc
  Lake Oswego, OR
• 04/2026 → Present
  Fisher Investments
  Camas, WA

Previous Registrations

• 2024-06-20 → 2026-03-30
  Ameriprise Financial Services, Llc
  Clackamas, OR
  Lake Oswego, OR
• 2023-04-11 → 2024-06-14
  Charles Schwab & Co., Inc.
  Eugene, OR
  Tacoma, WA
• 2021-06-23 → 2023-03-02
  Fidelity Personal And Workplace Advisors
  Tigard, OR
• 2017-10-18 → 2021-05-10
  Ameriprise Financial Services, Llc
  Las Vegas, NV

Exams

• S66 Uniform Combined State Law Examination
  2017-10-04

Other Names

• Andy Edgar Chen
• Andy Chen
• Andy E Chen