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Garret Russo

Fisher Investments

Plano, TX

CRD 7945804

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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:

Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-08-07
  • TX RA
    APPROVED
    Since 2024-08-07

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fisher Investments Plano TN 04/2024 Present
Pls Logistics Dallas TX 07/2023 12/2023
Burden Museum And Gardens Baton Rouge LA 01/2021 12/2021
Planet Nutrition Youngsville LA 01/2019 05/2019
Teurlings Catholic High School Youngsville LA 06/2014 01/2019
Louisiana State University Baton Rouge LA 05/2019 01/2021
Louisiana State University Baton Rouge LA 12/2021 07/2023
Louisiana State University Baton Rouge LA 12/2023 04/2024
  • 04/2024 → Present
    Fisher Investments
    Plano, TN
  • 07/2023 → 12/2023
    Pls Logistics
    Dallas, TX
  • 01/2021 → 12/2021
    Burden Museum And Gardens
    Baton Rouge, LA
  • 01/2019 → 05/2019
    Planet Nutrition
    Youngsville, LA
  • 06/2014 → 01/2019
    Teurlings Catholic High School
    Youngsville, LA
  • 05/2019 → 01/2021
    Louisiana State University
    Baton Rouge, LA
  • 12/2021 → 07/2023
    Louisiana State University
    Baton Rouge, LA
  • 12/2023 → 04/2024
    Louisiana State University
    Baton Rouge, LA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-06
  • S65 Uniform Investment Adviser Law Examination
    2024-08-06

View on SEC IAPD

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