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Sam Lerner

Fisher Investments

Plano, TX

San Mateo, CA

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Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-07-26
TX RA APPROVED 2024-07-26
  • CA RA
    APPROVED
    Since 2024-07-26
  • TX RA
    APPROVED
    Since 2024-07-26

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

1450 Fashion Island Blvd, San Mateo, CA 94404 • 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 San Mateo CA 08/2021 Present
Freelance - Screenwriter Los Angeles CA 09/2018 08/2021
Sony Pictures Entertainment Culver City CA 05/2017 09/2018
Shore Z Productions Culver City CA 05/2015 05/2017
William Morris Endeavor (Wme) Beverly Hills CA 11/2014 05/2017
  • 08/2021 → Present
    Fisher Investments
    San Mateo, CA
  • 09/2018 → 08/2021
    Freelance - Screenwriter
    Los Angeles, CA
  • 05/2017 → 09/2018
    Sony Pictures Entertainment
    Culver City, CA
  • 05/2015 → 05/2017
    Shore Z Productions
    Culver City, CA
  • 11/2014 → 05/2017
    William Morris Endeavor (Wme)
    Beverly Hills, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-25
  • S65 Uniform Investment Adviser Law Examination
    2024-07-25
Other Names
  • Sam Dakota Lerner
  • Lerner Sam

View on SEC IAPD

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