Ian Zachary Bryan

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

• 07/2016 → 12/2016
  Full-Time Education
  San Antonio, TX
• 12/2016 → 05/2017
  Barrio Barista
  San Antonio, TX
• 05/2017 → 09/2017
  Lazarus Energy
  Nixon, TX
• 09/2017 → 09/2018
  St. Mary's University
  San Antonio, TX
• 09/2018 → 06/2019
  Schilo's Delicatessen
  San Antonio, TX
• 06/2019 → 07/2021
  Ernst & Young Llp
  San Antonio, TX
• 07/2021 → 08/2021
  Sandspoint Capital Advisors
  Irving, TX
• 08/2021 → 07/2023
  Unemployed
  Nixon, TX
• 07/2023 → 11/2024
  Charles Schwab & Co., Inc.
  Austin, TX
• 12/2024 → 12/2025
  Victory Capital Services, Inc.
  San Antonio, TX
• 01/2026 → Present
  Fisher Investments
  Plano, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-12
• S63 Uniform Securities Agent State Law Examination
  2023-12-29