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William Solari

Fisher Investments

Plano, TX

CRD 7769395

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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 2023-09-06
  • TX RA
    APPROVED
    Since 2023-09-06

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
The Church Of Jesus Christ Of Latter Day Saints Guayaquil 08/2015 08/2017
Gather Salt Lake City UT 08/2017 04/2018
Aptive Environmental Salt Lake City UT 05/2018 08/2019
Brigham Young University Provo UT 09/2019 04/2020
Basic American Foods Rexburg ID 06/2020 06/2022
Fisher Investments Plano TX 06/2022 08/2022
Amsco Windows Salt Lake City UT 08/2022 05/2023
Overwatch Financial Chandler AZ 01/2020 08/2020
Fisher Investments Plano TX 05/2023 Present
Brigham Young University Provo UT 08/2017 04/2023
  • 08/2015 → 08/2017
    The Church Of Jesus Christ Of Latter Day Saints
    Guayaquil
  • 08/2017 → 04/2018
    Gather
    Salt Lake City, UT
  • 05/2018 → 08/2019
    Aptive Environmental
    Salt Lake City, UT
  • 09/2019 → 04/2020
    Brigham Young University
    Provo, UT
  • 06/2020 → 06/2022
    Basic American Foods
    Rexburg, ID
  • 06/2022 → 08/2022
    Fisher Investments
    Plano, TX
  • 08/2022 → 05/2023
    Amsco Windows
    Salt Lake City, UT
  • 01/2020 → 08/2020
    Overwatch Financial
    Chandler, AZ
  • 05/2023 → Present
    Fisher Investments
    Plano, TX
  • 08/2017 → 04/2023
    Brigham Young University
    Provo, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-06
  • S65 Uniform Investment Adviser Law Examination
    2023-09-06
Other Names
  • Will Solari

View on SEC IAPD

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