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Gabriella Tamayo

Fisher Investments

Plano, TX

CRD 7764777

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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 2023-10-16
  • TX RA
    APPROVED
    Since 2023-10-16

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • 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
Geodis Pano TX 05/2023 05/2023
Geico Richardson TX 04/2023 05/2023
Amerisave Mortgage Corporation Plano TX 01/2021 03/2023
Bearded Brothers Roofing And Restoration Arlington TX 10/2020 01/2021
Hertz Dallas TX 09/2019 10/2020
University Of Illinois Dining Services Urbana IL 12/2016 07/2019
Hokin Investment Advisors Northbrook IL 05/2023 08/2023
Zorba's Champaign IL 10/2016 12/2016
Fisher Investment Plano TX 10/2023 Present
Geodis Plano TX 09/2023 10/2023
  • 05/2023 → 05/2023
    Geodis
    Pano, TX
  • 04/2023 → 05/2023
    Geico
    Richardson, TX
  • 01/2021 → 03/2023
    Amerisave Mortgage Corporation
    Plano, TX
  • 10/2020 → 01/2021
    Bearded Brothers Roofing And Restoration
    Arlington, TX
  • 09/2019 → 10/2020
    Hertz
    Dallas, TX
  • 12/2016 → 07/2019
    University Of Illinois Dining Services
    Urbana, IL
  • 05/2023 → 08/2023
    Hokin Investment Advisors
    Northbrook, IL
  • 10/2016 → 12/2016
    Zorba's
    Champaign, IL
  • 10/2023 → Present
    Fisher Investment
    Plano, TX
  • 09/2023 → 10/2023
    Geodis
    Plano, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-21
  • S65 Uniform Investment Adviser Law Examination
    2023-06-21

View on SEC IAPD

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