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Shelby Reeves

Investment adviser representative at Fisher Investments
10 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

10 years in the industry.

  1. Fisher InvestmentsJun 2025 to now
  2. Pgim Investments, Inc.Dec 2022 to May 2025
  3. Prudential Investment Management Services LLCDec 2022 to May 2025
  4. Franklin Distributors, LLCJul 2021 to Dec 2022
  5. Clearbridge InvestmentsJan 2019 to Jul 2021
  6. Legg Mason & CoJan 2019 to Jul 2021
  7. Legg Mason Investor Services LLCJan 2019 to Jul 2021
  8. Alliance BernsteinAug 2018 to Jan 2019
  9. William BlairMay 2017 to Aug 2018
  10. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2016 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2017

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
6281352
Firm CRD
107342
Advisor's SEC record (opens in a new tab)
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