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William Joseph Quigley

Fisher Investments

Tampa, FL

Plano, TX

CRD 7817367

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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 2024-11-22
TX RA APPROVED 2024-11-20
  • FL RA
    APPROVED
    Since 2024-11-22
  • TX RA
    APPROVED
    Since 2024-11-20

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
Us Army Macdill Afb FL 08/1998 01/2019
University Of Tampa Tampa FL 02/2019 04/2021
Pennymac Loan Services Tampa FL 04/2021 02/2023
Wq Consulting Llc Tampa FL 03/2023 09/2023
New York Life Ins Co Tampa FL 10/2023 08/2024
Nylife Securities Llc Tampa FL 01/2024 08/2024
Fisher Investments Tampa FL 08/2024 Present
  • 08/1998 → 01/2019
    Us Army
    Macdill Afb, FL
  • 02/2019 → 04/2021
    University Of Tampa
    Tampa, FL
  • 04/2021 → 02/2023
    Pennymac Loan Services
    Tampa, FL
  • 03/2023 → 09/2023
    Wq Consulting Llc
    Tampa, FL
  • 10/2023 → 08/2024
    New York Life Ins Co
    Tampa, FL
  • 01/2024 → 08/2024
    Nylife Securities Llc
    Tampa, FL
  • 08/2024 → Present
    Fisher Investments
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-20
S63 Uniform Securities Agent State Law Examination 2024-03-05
  • S65 Uniform Investment Adviser Law Examination
    2024-11-20
  • S63 Uniform Securities Agent State Law Examination
    2024-03-05
Other Names
  • William Joseph Quigley

View on SEC IAPD

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Nearby Offices

STRATEGIC WEALTH INVESTMENT GROUP, LLC · Tampa, FL
INDEPENDENT ADVISOR ALLIANCE, LLC · Tampa, FL
UNITED CAPITAL FINANCIAL ADVISORS · TAMPA, FL

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