Vinay Pabbathi

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

• 01/2024 → 01/2026
  Florida Financial Advisors
  Orlando, FL
• 08/2023 → 11/2023
  Northampton Community College
  Tannersville, PA
• 01/2023 → 05/2023
  Embry-Riddle Aeronautical University
  Daytona Beach, FL
• 09/2019 → 12/2022
  Embry-Riddle Aeronautical University
  Daytona Beach, FL
• 06/2019 → 08/2019
  Arsha Vidya Gurukulam
  Saylorsburg, PA
• 06/2018 → 08/2018
  Hematology And Oncology Associates Of Northeastern Pennsylvania
  Dunmore, PA
• 01/2014 → 06/2018
  Unemployed
  Nazareth, PA
• 09/2018 → 06/2019
  Unemployed
  Nazareth, PA
• 07/2024 → 01/2026
  Trinity Wealth Securities, Llc
  Orlando, FL
• 02/2026 → Present
  Fisher Investments
  Tampa, FL

Previous Registrations

• 2024-01-23 → 2026-01-21
  Florida Financial Advisors, Llc
  Orlando, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-02-15
• S65 Uniform Investment Adviser Law Examination
  2023-11-29