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Daniel Urbani Masciadri

Fisher Investments

Plano, TX

Camas, WA

CRD 6914834

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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
OR RA APPROVED 2026-05-06
TX RA APPROVED_RES 2023-10-19
WA RA APPROVED 2018-04-19
  • OR RA
    APPROVED
    Since 2026-05-06
  • TX RA
    APPROVED_RES
    Since 2023-10-19
  • WA RA
    APPROVED
    Since 2018-04-19

Branch Locations

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

5525 Nw Fisher Creek Drive, Camas, WA 98607 • 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 Investments Camas WA 11/2017 Present
Symphony Orchestra Augusta Augusta GA 10/2011 07/2017
Unemployed Athens GA 07/2017 11/2017
  • 11/2017 → Present
    Fisher Investments
    Camas, WA
  • 10/2011 → 07/2017
    Symphony Orchestra Augusta
    Augusta, GA
  • 07/2017 → 11/2017
    Unemployed
    Athens, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-04-19
  • S65 Uniform Investment Adviser Law Examination
    2018-04-19

View on SEC IAPD

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