Mitchell Redmond Helmich

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 → 06/2018
  Foresters Financial Services
  Tampa, FL
• 09/2014 → 05/2017
  Angelo Elia Pizza, Bar, Tapas
  Delray Beach, FL
• 06/2018 → 06/2019
  Foresters Financial Services
  Tampa, FL
• 02/2019 → 06/2019
  Foresters Advisory Services
  Tampa, FL
• 06/2019 → 07/2019
  Cetera Investment Services Llc
  St Cloud, MN
• 06/2019 → 07/2019
  Cetera Investment Advisers Llc
  Tampa, FL
• 07/2019 → 10/2020
  Calton & Associates, Inc.
  Tampa, FL
• 11/2020 → 08/2021
  Calton & Associates, Inc
  Tampa, FL
• 09/2021 → Present
  Fisher Investments
  Tampa, FL

Previous Registrations

• 2020-11-30 → 2021-08-30
  Calton & Associates, Inc.
  Tampa, FL
  Tampa, FL
• 2019-07-29 → 2020-10-14
  Calton & Associates, Inc.
  Tampa, FL
  Tampa, FL
• 2019-03-26 → 2019-06-25
  Foresters Advisory Services, Llc
  Tampa, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-02-25
• S63 Uniform Securities Agent State Law Examination
  2018-01-07