Stacy Alexander Albanese

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

• 07/2001 → Present
  Fisher Investments, Inc.
  Woodside, CA

Other Businesses

?Name of the other business: COLONY MANAGEMENT CORPORATION/CABIN CREEK ASSOCIATES LLC/CHESTER ASSOCIATES LLC/CHIPPENHAM VILLAGE ASSOCIATES LLC/CLOISTERS ASSOCIATES LLC/GATEWAY ASSOCIATES LLC ?Investment-related? NO ?Address of the other business: VIRGINIA ?Nature of the other business: REAL ESTATE - APARTMENT PROPERTY MANAGEMENT ?Position, title, or relationship with the other business: EXECUTIVE VICE PRESIDENT, SECRETARY & TREASURER ?Start date of your relationship: 05/01/2009 ?Approximate number of hours/month you devote to the other business: ELEVEN - TWENTY ?Number of hours you devote to the other business during securities trading hours: ONE - FIVE ?Duties relating to the other business: REMOTELY SUPERVISE STAFF/OPERATIONS AND MAKE DECISIONS REGARDING BUDGETING AND PLANNING

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-08-20
• S63 Uniform Securities Agent State Law Examination
  1987-03-05

Other Names

• Stacy A Alexander
• Stacy Ann Alexander
• Stacy Alexander Stacey