Nathan Yan-Zhi Tan

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

• 07/2024 → 09/2025
  Equitable Advisors, Llc
  New York, NY
• 05/2024 → 06/2024
  Unemployed
  Cypress, TX
• 07/2023 → 08/2023
  Emperor's Japanese Grill
  Wichita, KS
• 06/2023 → 07/2023
  Spirit Aerosystems
  Wichita, KS
• 04/2023 → 05/2023
  Petchem Inc.
  Singapore
• 06/2018 → 08/2019
  Kumon
  Cypress, TX
• 08/2016 → 08/2020
  Cy Ranch High School
  Cypress, TX
• 04/2026 → Present
  Fisher Investments
  Plano, TX
• 09/2025 → 01/2026
  Unemployed
  Garland, TX
• 01/2026 → 04/2026
  Jackson Hewitt
  Garland, TX
• 08/2020 → 05/2024
  University Of Texas At Austin
  Austin, TX

Previous Registrations

• 2024-10-28 → 2025-12-08
  Equitable Advisors, Llc
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-10-24

Other Names

• Nathan Tan