Daniel Lyon
Investment adviser representative at Fisher Investments
16 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
16 years in the industry.
- Fisher InvestmentsApr 2024 to now
- CitigroupSep 2019 to Mar 2024
- J.P. Morgan Securities LLCJul 2018 to Sep 2019
- JPMorgan Chase Bank, N.A.Jul 2018 to Sep 2019
- Bank of America, N.A.Jul 2017 to Jun 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2017 to Jun 2018
- New York Life InsuranceJan 2010 to Mar 2017
- Nylife Securities LLCJan 2010 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2017
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
- 5749808
- Firm CRD
- 107342