Shane Smith
Investment adviser representative at Fisher Investments
28 yearsExperience
1 stateRegistered in
$386.7BFirm assets
39 yearsFirm in business
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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
28 years in the industry.
- Fisher InvestmentsAug 2025 to now
- N Texas Pb CorpJan 2021 to Jun 2025
- UnemployedJul 2020 to Dec 2020
- Transamerica Capital IncJan 2020 to Jun 2020
- Farmers InsuranceSep 2019 to Dec 2019
- N/aJun 2018 to Sep 2019
- Invesco Advisers, Inc.Jan 2010 to Jun 2018
- Aim Private Asset ManagementDec 2004 to Jun 2018
- A I M Distributors, Inc.Nov 1998 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 2989881
- Firm CRD
- 107342