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Michael Waller

Fisher Investments

Tampa, FL

Plano, TX

CRD 7804882

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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
FL RA APPROVED 2023-12-15
TX RA APPROVED 2023-12-11
  • FL RA
    APPROVED
    Since 2023-12-15
  • TX RA
    APPROVED
    Since 2023-12-11

Branch Locations

3109 W Dr. Martin Luther King Blvd Suite 600, Tampa, FL 33607 • 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
OrganizationCityStateFromTo
Fisher Investments Tampa FL 10/2021 Present
Jim N Nick Bar-B-Q Tuscaloosa AL 08/2017 08/2021
Buffalo Wild Wings Birmingham AL 08/2014 08/2021
Full Time Student Birmingham AL 08/2001 08/2021
  • 10/2021 → Present
    Fisher Investments
    Tampa, FL
  • 08/2017 → 08/2021
    Jim N Nick Bar-B-Q
    Tuscaloosa, AL
  • 08/2014 → 08/2021
    Buffalo Wild Wings
    Birmingham, AL
  • 08/2001 → 08/2021
    Full Time Student
    Birmingham, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-11
  • S65 Uniform Investment Adviser Law Examination
    2023-12-11

View on SEC IAPD

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