Michael Adam Stan

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

• 10/2023 → 07/2024
  Empower Financial Services, Inc
  Greenwood Village, CO
• 07/2024 → 02/2026
  Empower Financial Services, Inc
  Greenwood Village, CO
• 06/2021 → 10/2023
  The Frogtown Inn
  Canadensis, PA
• 03/2021 → 06/2021
  Marathon Grill
  Philadelphia, PA
• 08/2018 → 07/2019
  Desaki Restaurant
  Swiftwater, PA
• 08/2015 → 08/2018
  Chestnut Grove Resort
  Swiftwater, PA
• 06/2020 → 08/2020
  The Jubilee Restaurant
  Pocono Pines, PA
• 07/2019 → 06/2020
  Temple University
  Philadelphia, PA
• 08/2020 → 03/2021
  Temple University
  Philadelphia, PA
• 03/2026 → Present
  Fisher Investments
  Tampa, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-08
• S63 Uniform Securities Agent State Law Examination
  2024-10-08