Antonio Pina Zentella

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

• 05/2014 → 03/2018
  Exalt Services, Llc
  San Antonio, TX
• 03/2018 → 01/2019
  Thrivent Investment Management Inc
  San Antonio, TX
• 04/2018 → 08/2018
  Thrivent Financial
  Appleton, WI
• 08/2018 → 01/2019
  Thrivent Financial
  Appleton, WI
• 03/2019 → 05/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Antonio, TX
• 05/2024 → 01/2026
  Forum Capital
  San Antonio, TX
• 02/2026 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2019-04-02 → 2024-05-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Antonio, TX
  New York, NY
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
• 2018-05-31 → 2019-01-29
  Thrivent Investment Management Inc.
  Cedar Park, TX
  San Antonio, TX

Exams

• S66 Uniform Combined State Law Examination
  2018-05-30