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Thomas Michael Menendez

Investment adviser representative at Fisher Investments
11 yearsExperience
2 statesRegistered 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

11 years in the industry.

  1. Fisher InvestmentsMay 2026 to now
  2. Gte FinancialMay 2024 to May 2026
  3. Cadence BankMay 2023 to May 2024
  4. Motto MortgageJan 2022 to May 2023
  5. Total Lending ConceptsJul 2020 to Jan 2022
  6. PrimelendingAug 2019 to Jul 2020
  7. First Citrus BankAug 2015 to Nov 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

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
3172897
Firm CRD
107342
Advisor's SEC record (opens in a new tab)
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