Carlos Alberto Grijalva

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

• 03/2018 → Present
  Fisher Investments
  Camas, WA
• 09/2013 → 03/2018
  Pnc
  Fort Lauderdale, FL

Other Businesses

the name of the other business; Greenback International whether the business is investment-related; No the address of the other business; Costa Rica the nature of the other business; Private Transportation your position; Owner title, or relationship with the other business; Owner the start date of your relationship; Owner the approximate number of hours/month you devote to the other business; 20 the number of hours you devote to the other business during securities trading hours; 5 and briefly describe your duties relating to the other business;mainly related to ensuring drivers are transporting passengers in a timely fashion

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-04-30

Other Names

• Carlos Alberto Grijalva