Robert Benton Aday

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

• 04/2013 → 09/2016
  American Heart Association
  Dallas, TX
• 10/2019 → 12/2020
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 10/2019 → 12/2020
  Northwestern Mutual Investment Services Llc
  Frisco, TX
• 04/2018 → 09/2019
  Edward Jones
  St Louis, MO
• 09/2016 → 01/2018
  Patron Spirits Company
  Las Vegas, NV
• 01/2018 → 04/2018
  Unemployed
  Plano, TX
• 09/2019 → 10/2019
  Unemployed
  Plano, TX
• 04/2020 → 12/2020
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 01/2021 → 11/2023
  Fidelity Investments
  Westlake, TX
• 02/2024 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2021-03-10 → 2023-11-22
  Fidelity Personal And Workplace Advisors
  Westlake, TX
• 2019-10-23 → 2020-12-21
  Northwestern Mutual Investment Services, Llc
  Frisco, TX
• 2018-07-03 → 2019-09-06
  Edward Jones
  Plano, TX
  St Louis, MO
  Plano, TX
  Allen, TX
  Allen, TX

Exams

• S66 Uniform Combined State Law Examination
  2018-07-02

Other Names

• Robert Aday
• Robert Benton Aday