Stephen Mark Shipman

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

• 11/2021 → Present
  Fisher Investments
  Tampa, FL
• 04/2018 → 08/2021
  Fsu Campus Recreation
  Tallahassee, FL
• 11/2018 → 08/2020
  Fsu Campus Recreation
  Tallahassee, FL
• 04/2020 → 07/2020
  7-Eleven, Inc.
  Hollywood, FL
• 01/2020 → 03/2020
  Fsu Campus Recreation
  Tallahassee, FL
• 01/2018 → 03/2018
  Fsu Campus Recreation
  Tallahassee, FL
• 01/2012 → 12/2017
  Unemployed
  Pembroke Pines, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-07

Other Names

• Stephen Shipman