Grady Lewis Nichols

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

• 05/2022 → 08/2022
  Total Orthopedics, Inc.
  Littleton, CO
• 08/2021 → 05/2022
  Full-Time Education
  Fort Collins, CO
• 05/2021 → 08/2021
  Jb Hunt
  Lowell, AR
• 08/2020 → 05/2021
  Hmr Construction
  Englewood, CO
• 03/2011 → 08/2020
  Full-Time Education
  Fort Collins, CO
• 04/2023 → 06/2025
  Charles Schwab Co., Inc.
  Westlake, TX
• 08/2022 → 04/2023
  Unemployed
  Castle Rock, CO
• 08/2025 → Present
  Fisher Investments
  Plano, TX

Exams

• S66 Uniform Combined State Law Examination
  2025-05-10
• S63 Uniform Securities Agent State Law Examination
  2023-09-11