Aidan Mccaffrey

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

• 05/2023 → 12/2025
  Florida Financial Advisors
  Tampa, FL
• 05/2021 → 08/2022
  Chick Fil-A
  Hanover, MA
• 09/2017 → 06/2019
  Shaws Supermarket
  Cohasset, MA
• 08/2019 → 05/2023
  University Of Tampa
  Tampa, FL
• 09/2015 → 05/2019
  Scituate High School
  Scituate, MA
• 08/2019 → 05/2021
  Unemployed
  Tampa, FL
• 09/2022 → 01/2023
  Hooch And Hive
  Tampa, FL
• 06/2019 → 08/2019
  Department Of Public Works
  Hull, MA
• 08/2025 → 12/2025
  Trinity Wealth Securities, Llc
  Tampa, FL
• 03/2026 → Present
  Fisher Investments
  Tampa, FL

Previous Registrations

• 2023-11-28 → 2025-12-09
  Florida Financial Advisors, Llc
  Tampa, FL
  Tampa, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-03