William Robert Cocozza
Investment adviser representative at Fisher Investments
29 yearsExperience
2 statesRegistered in
$386.7BFirm assets
39 yearsFirm in business
Are you William Robert Cocozza? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
29 years in the industry.
- Fisher InvestmentsMar 2024 to now
- UnemployedDec 2023 to Feb 2024
- Franklin Distributors, LLCJul 2021 to Nov 2023
- Franklin Templeton Distributors, Inc.Dec 1997 to Nov 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Fisher Investments
Legal name: Fisher Asset Management, LLC
$386.7BAssets managed
199,922Clients
2,984Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2419420
- Firm CRD
- 107342