Michael Jacob Russo

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

• 06/2008 → Present
  Fisher Investments
  Woodside, CA

Previous Registrations

• 2007-04-02 → 2008-03-12
  Morgan Stanley & Co. Llc
  Plano, TX
• 2000-01-03 → 2007-04-02
  Morgan Stanley Dw Inc.
  Plano, TX

Other Businesses

the name of the other business; The Russo Ropes Ranch, LLC whether the business is investment-related; No the address of the other business; Allen, TX the nature of the other business; buying, training, and selling of horses your position; owner title, or relationship with the other business; owner the start date of your relationship; 07/03/23 the approximate number of hours/month you devote to the other business; 1 - 5 hours 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; I am simply an investor in quarter horse prospects John Paul II; No; Plano, TX; Board of Directors at John Paul II school; 09/2025

Exams

• S66 Uniform Combined State Law Examination
  1999-04-20