Estevan Martin Rodriguez

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

• 08/2017 → 11/2017
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 07/2016 → 07/2017
  Frito Lay Inc
  Brisbane, CA
• 11/2017 → 07/2018
  Peter Heizer
  San Francisco, CA
• 08/2018 → 07/2019
  Michael Byrne
  San Francisco, CA
• 07/2019 → Present
  Fisher Investments
  San Mateo, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-08-30
• S63 Uniform Securities Agent State Law Examination
  2018-05-05

Other Names

• Estevan Rodriguez