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Tyler Maitland Lewis

Fisher Investments

Plano, TX

Tampa, FL

CRD 6867060

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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:

Current Employers
Fisher Investments

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-08-21
TX RA APPROVED 2024-08-19
  • FL RA
    APPROVED
    Since 2024-08-21
  • TX RA
    APPROVED
    Since 2024-08-19

Branch Locations

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

3109 W Dr. Martin Luther King Blvd Suite 600, Tampa, FL 33607 • 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
Pruco Securities, Llc Camp Hill PA 08/2017 04/2018
Olive Garden Collegeville PA 05/2015 06/2017
The Prudential Insurance Company Of America Camp Hill PA 06/2017 10/2019
The Vanguard Group, Inc. Malvern PA 10/2021 08/2024
Fundera New York NY 11/2019 09/2021
Shippensburg University Shippensburg PA 08/2013 12/2017
Fisher Investments Tampa FL 08/2024 Present
  • 08/2017 → 04/2018
    Camp Hill, PA
  • 05/2015 → 06/2017
    Olive Garden
    Collegeville, PA
  • 06/2017 → 10/2019
    The Prudential Insurance Company Of America
    Camp Hill, PA
  • 10/2021 → 08/2024
    The Vanguard Group, Inc.
    Malvern, PA
  • 11/2019 → 09/2021
    Fundera
    New York, NY
  • 08/2013 → 12/2017
    Shippensburg University
    Shippensburg, PA
  • 08/2024 → Present
    Tampa, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-02
  • S66 Uniform Combined State Law Examination
    2018-03-02
Other Names
  • Tyler Maitland Lewis
  • Tyler Maitland Lewis
  • Tyler Lewis

View on SEC IAPD

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