Paul Edward Schobert
Investment adviser representative at Fisher Investments
17 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$386.7BFirm assets
Are you Paul Edward Schobert? 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
17 years in the industry.
- Fisher InvestmentsOct 2022 to now
- Mutual of America Life Insurance CompanyApr 2009 to Oct 2022
- Mutual of America Securities CorporationApr 2009 to Oct 2022
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2002
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
- 3067577
- Firm CRD
- 107342