Connor Weinstein
Investment adviser representative at Fisher Investments
10 yearsExperience
2 statesRegistered in
$386.7BFirm assets
39 yearsFirm in business
Are you Connor Weinstein? 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
10 years in the industry.
- Fisher InvestmentsSep 2024 to now
- Eagle Strategies LLCJun 2024 to Sep 2024
- Nylife Securities LLCApr 2024 to Sep 2024
- New York Life Insurance CompanyFeb 2024 to Sep 2024
- UnemployedDec 2023 to Feb 2024
- Fidelity InvestmentsJun 2023 to Dec 2023
- Hello SubsJan 2023 to Jun 2023
- ChessmatesSep 2022 to Dec 2022
- University of Colorado, BoulderAug 2020 to Dec 2022
- UnemployedJun 2020 to Aug 2020
- University of OregonOct 2019 to Jun 2020
- Market of ChoiceJun 2019 to Sep 2019
- Express Employment ProfessionalsMar 2019 to Jun 2019
- Advantage Media PartnersMar 2019 to Mar 2019
- UnemployedSep 2018 to Mar 2019
- Ninetynine RestaurantSep 2017 to Sep 2018
- Nashoba Temporary EmployeesAug 2017 to Sep 2017
- UnemployedJun 2017 to Aug 2017
- University of OregonSep 2014 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
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
- 6632366
- Firm CRD
- 107342