Steffan La velle Schirle
Investment adviser representative at Fisher Investments
11 yearsExperience
3 statesRegistered in
$386.7BFirm assets
39 yearsFirm in business
Are you Steffan La velle Schirle? 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
11 years in the industry.
- Fisher InvestmentsJan 2021 to now
- Fisher InvstmentsOct 2017 to now
- JP Morgan Chase BankMar 2015 to Oct 2017
- JP Morgan Securities LLCMar 2015 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 3 states (FL, GA, 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
- 6204403
- Firm CRD
- 107342