Reid Thomas Clemmenson

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

• 06/2021 → 08/2021
  Central Autohaus
  Dallas, TX
• 09/2015 → 06/2018
  Full Time Education
  Concord, NH
• 06/2018 → 08/2019
  Extended Travel
  Bisham
• 08/2019 → 12/2023
  Full Time Education
  Dallas, TX
• 12/2023 → 06/2024
  Unemployed
  Dallas, TX
• 06/2024 → 01/2026
  Charles Schwab & Co., Inc.
  Westlake, TX
• 05/2026 → Present
  Fisher Investments
  Plano, TX
• 01/2026 → 05/2026
  Unemployed
  Dallas, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-10
• S63 Uniform Securities Agent State Law Examination
  2024-10-23