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Katharine Bilodeau Hart

Fisher\Smb

Carrollton, TX

San Francisco, CA

CRD 3180999

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Employer firm

Fisher\Smb CRD 331205

$6.85B regulatory AUM 70 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Fisher\Smb

4100 International Parkway Suite 2000, Carrollton, TX 75007 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-30
  • CA RA
    APPROVED
    Since 2025-11-30

Branch Locations

4100 International Parkway Suite 2000, Carrollton, TX 75007 • United States

San Francisco, CA • 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
Fisher Retirement Solutions San Francisco CA 07/2024 Present
Fisher Investments San Mateo CA 09/2004 06/2024
  • 07/2024 → Present
    Fisher Retirement Solutions
    San Francisco, CA
  • 09/2004 → 06/2024
    Fisher Investments
    San Mateo, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-07-27
  • S65 Uniform Investment Adviser Law Examination
    2016-07-27
Other Names
  • Katharine Rebecca Bilodeau

View on SEC IAPD

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