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Brandon Michael Smith

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 InvestmentsJan 2026 to now
  2. UnemployedNov 2025 to Dec 2025
  3. Wise Wealth, LLCMay 2023 to Oct 2025
  4. Creative Planning, Inc.Sep 2020 to Apr 2023
  5. Empower RetirementJun 2020 to Aug 2020
  6. American Century Investment Services Inc.Jan 2016 to May 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2016
  • Series 65 · Uniform Investment Adviser Law2019

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
6597920
Firm CRD
107342
Advisor's SEC record (opens in a new tab)
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