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Madelyn Malloy

Fisher Investments

Plano, TX

CRD 7707663

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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
TX RA APPROVED 2023-04-04
  • TX RA
    APPROVED
    Since 2023-04-04

Branch Locations

6500 International Parkway Suite 2050, Plano, TX 75093 • 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
Portfolio Evaluation Associate Plano TX 05/2021 Present
The University Of Texas At Tyler Tyler TX 10/2019 04/2021
The University Of Texas At Tyler Tyler TX 05/2019 09/2019
The Reserve Event Center Longview TX 06/2015 11/2018
The University Of Texas At Tyler Tyler TX 12/2018 05/2019
The University Of Texas At Tyler Tyler TX 08/2018 04/2021
  • 05/2021 → Present
    Portfolio Evaluation Associate
    Plano, TX
  • 10/2019 → 04/2021
    The University Of Texas At Tyler
    Tyler, TX
  • 05/2019 → 09/2019
    The University Of Texas At Tyler
    Tyler, TX
  • 06/2015 → 11/2018
    The Reserve Event Center
    Longview, TX
  • 12/2018 → 05/2019
    The University Of Texas At Tyler
    Tyler, TX
  • 08/2018 → 04/2021
    The University Of Texas At Tyler
    Tyler, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-04
  • S65 Uniform Investment Adviser Law Examination
    2023-04-04

View on SEC IAPD

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