Ashley Nicole Narcisse

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

Authority	Category	Status	Date
TX	RA	APPROVED	2018-05-30

TX RA
APPROVED

Since 2018-05-30

Branch Locations

6500 International Parkway Suite 2050, Plano, TX 75093 • United States

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

Organization	City	State	From	To
Budget Brain Consulting	Fort Worth	TX	01/2014	02/2018
Fisher Investments	Plano	TX	02/2018	Present

01/2014 → 02/2018

Budget Brain Consulting

Fort Worth, TX
02/2018 → Present

Fisher Investments

Plano, TX

Other Businesses

Ashley and Associates; No; N/A; bookkeeping services for small businesses; owner; 11/2024; 20 weekly; none; bookkeeping services (data entry, post financial transactions, financial reports, track debits/credits, invoices)

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-05-30

S65 Uniform Investment Adviser Law Examination

2018-05-30

Other Names

Ashley Nicole Malone

View on SEC IAPD