Brandon Joseph Davey

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

• 11/2023 → Present
  Fisher Investments
  Plano, TX
• 08/2023 → 11/2023
  Rival Labs - Pdq
  Carrollton, TX
• 06/2023 → 08/2023
  Treehouse Foods
  Carrollton, TX
• 09/2022 → 06/2023
  Ushealth Advisors
  Farmers Branch, TX
• 07/2022 → 09/2022
  Green Cleaning
  Rockwall, TX
• 06/2022 → 07/2022
  Inbounds
  Greenville, TX
• 05/2021 → 06/2022
  Entrata
  Lehi, UT
• 10/2020 → 05/2021
  Cricut
  Provo, UT
• 04/2019 → 10/2020
  Nestle
  Springville, UT
• 11/2017 → 04/2019
  Utah Valley University
  Orem, UT
• 07/2017 → 11/2017
  Gerber Construction
  Lehi, UT
• 05/2014 → 07/2017
  Brigham Young University - Idaho
  Rexburg, ID

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-19