Saima Khalid Naseem

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

• 07/2023 → 02/2025
  Wells Fargo Clearing Services, Llc
  Boise, ID
• 02/2015 → 02/2025
  Wells Fargo Bank, Na
  Boise, ID
• 02/2025 → Present
  Fisher Investments
  Camas, WA

Previous Registrations

• 2024-05-10 → 2025-02-11
  Wells Fargo Clearing Services, Llc
  Boise, ID
  Boise, ID

Other Businesses

the name of the other business; Spice Village and Market LLC whether the business is investment-related; No the address of the other business; N/A the nature of the other business; Former Southeast Asian grocer your position; title, or relationship with the other business; Managing Member the start date of your relationship; 08/01/2023 the approximate number of hours/month you devote to the other business; 0 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Managing Member

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-10
• S63 Uniform Securities Agent State Law Examination
  2024-03-18

Other Names

• Saima Khalid Amin
• Saima Naseem