Michael Stephen Ellis
Investment adviser representative at Fisher Investments
12 yearsExperience
4 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
12 years in the industry.
- Fisher InvestmentsJul 2021 to now
- UnemployedFeb 2021 to Jul 2021
- Jarred Bunch Consulting, LLCDec 2020 to Feb 2021
- TIAAFeb 2014 to Nov 2020
- TIAA-CREF Individual & Institutional Services, LLCFeb 2014 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 4 states (FL, NM, NY, 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
- 4006422
- Firm CRD
- 107342