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Ernesto Ivan Rodriguez

Investment adviser representative at Fisher Investments
10 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

10 years in the industry.

  1. Fisher InvestmentsJan 2026 to now
  2. Morgan StanleyMar 2025 to Nov 2025
  3. LPL Financial LLCJul 2023 to Mar 2025
  4. Bancwest Investment Services, Inc.Jan 2023 to Jul 2023
  5. Bank of the WestJan 2023 to Jul 2023
  6. Fisher InvestmentsDec 2019 to Jan 2023
  7. Bancwest Investment ServicesAug 2018 to Nov 2019
  8. Bank of the WestAug 2018 to Nov 2019
  9. The Vanguard Group, Inc.Dec 2016 to Aug 2018
  10. RandstadApr 2016 to Dec 2016

Exams passed

  • Series 66 · Uniform Combined State Law2018
  • Series 63 · Uniform Securities Agent State Law2023

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
6627036
Firm CRD
107342
Advisor's SEC record (opens in a new tab)
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