Rhoman Sushant Goyenechea
Investment adviser representative at Fisher Investments
14 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
14 years in the industry.
- Fisher InvestmentsFeb 2026 to now
- Kid Stuff Family MonitoringJun 2024 to Jan 2026
- Ameriprise Financial Services, LLCOct 2022 to May 2024
- LPL Financial LLCJul 2021 to Jul 2022
- Steven Finnegan LLCDec 2017 to Jul 2021
- Various Insurance Carriers for W & R Insurance AgenciesDec 2017 to Jul 2021
- Waddell & Reed, IncDec 2017 to Jul 2021
- Seattle Insurance GroupOct 2017 to Dec 2017
- Various Insurance Carriers for W & R Insurance AgenciesNov 2015 to Nov 2017
- Waddell & Reed, IncApr 2015 to Nov 2017
- Living Earth InstituteAug 2012 to Nov 2020
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 6480301
- Firm CRD
- 107342