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Cole Robert Geenty

Fisher Investments

Camas, WA

Plano, TX

CRD 7814660

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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
TX RA APPROVED 2024-01-25
WA RA APPROVED 2024-01-25
  • TX RA
    APPROVED
    Since 2024-01-25
  • WA RA
    APPROVED
    Since 2024-01-25

Branch Locations

5425 Nw Fisher Creek Dr, 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
OrganizationCityStateFromTo
Fisher Investments Camas WA 09/2023 Present
The River Club Garden City ID 01/2023 08/2023
Carhartt Inc Meridian ID 03/2022 11/2022
D & H Flagging Portland OR 06/2020 08/2020
D & H Flagging Portland OR 06/2021 08/2021
Unemployed Camas WA 01/2001 06/2020
Unemployed Camas WA 08/2020 06/2021
Unemployed Camas WA 08/2021 03/2022
Unemployed Camas WA 11/2022 01/2023
  • 09/2023 → Present
    Fisher Investments
    Camas, WA
  • 01/2023 → 08/2023
    The River Club
    Garden City, ID
  • 03/2022 → 11/2022
    Carhartt Inc
    Meridian, ID
  • 06/2020 → 08/2020
    D & H Flagging
    Portland, OR
  • 06/2021 → 08/2021
    D & H Flagging
    Portland, OR
  • 01/2001 → 06/2020
    Unemployed
    Camas, WA
  • 08/2020 → 06/2021
    Unemployed
    Camas, WA
  • 08/2021 → 03/2022
    Unemployed
    Camas, WA
  • 11/2022 → 01/2023
    Unemployed
    Camas, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-25
  • S65 Uniform Investment Adviser Law Examination
    2024-01-25
Other Names
  • Cole Geenty

View on SEC IAPD

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