William Greer Castiel

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

• 02/2023 → 07/2024
  Longboard Asset Management, Lp
  Phoenix, AZ
• 10/2021 → 02/2023
  Self-Employed
  Sarasota, FL
• 10/2020 → 10/2021
  Hart's Landing
  Sarasota, FL
• 01/2018 → 10/2020
  Suncoast Fishing Adventures
  Sarasota, FL
• 01/2013 → 01/2018
  Salvaggio's
  Boulder, CO
• 07/2024 → Present
  Fisher Investments
  Tampa, FL

Previous Registrations

• 2024-03-10 → 2024-07-16
  Longboard Asset Management
  Phoenix, AZ
  Sarasota, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-22