Inactive

Chad Sell

Fisher Investments

CRD 7796112

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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

Authority	Category	Status	Date
OR	RA	APPROVED	2023-10-13
TX	RA	APPROVED	2023-10-13
WA	RA	APPROVED	2023-10-13

OR RA
APPROVED

Since 2023-10-13
TX RA
APPROVED

Since 2023-10-13
WA RA
APPROVED

Since 2023-10-13

Branch Locations

5525 Nw Fisher Creek Drive, Camas, WA 98607 • United States

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

Organization	City	State	From	To
Fisher Investments	Camas	WA	08/2021	Present
Fisher Investments	Camas	WA	03/2021	08/2021
Starbucks	Portland	OR	05/2018	02/2021
Dick's Sporting Goods	Tigard	OR	01/2017	05/2018
Macy's	Clackamas	OR	08/2012	01/2017

08/2021 → Present

Fisher Investments

Camas, WA
03/2021 → 08/2021

Fisher Investments

Camas, WA
05/2018 → 02/2021

Starbucks

Portland, OR
01/2017 → 05/2018

Dick's Sporting Goods

Tigard, OR
08/2012 → 01/2017

Macy's

Clackamas, OR

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-10-13

S65 Uniform Investment Adviser Law Examination

2023-10-13

View on SEC IAPD

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