Gavin William Ellis
Investment adviser representative at Fisher Investments
28 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$386.7BFirm assets
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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 InvestmentsOct 2021 to now
- Fidelity Personal and Workplace AdvisorsJul 2018 to Oct 2021
- Fidelity InvestmentsNov 1998 to Oct 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 3 states (IN, OH, 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
- 4324392
- Firm CRD
- 107342