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Andreina Del carmen Mundarain

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 InvestmentsSep 2019 to now
  2. Northwestern Mutual Wealth Management CompanyOct 2018 to Sep 2019
  3. B Wade GarberAug 2018 to Sep 2019
  4. Clinton Matthew BellAug 2018 to Jan 2019
  5. Mark MeekAug 2018 to Jan 2019
  6. Northwestern Mutual Wealth Management CompanyMar 2017 to Aug 2018
  7. Northwestern Mutual Investment Services LLCJan 2017 to Sep 2019
  8. Northwestern Mutual Life Insurance CompanyJun 2016 to Aug 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2017
  • Series 65 · Uniform Investment Adviser Law2019

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
6657331
Firm CRD
107342
Advisor's SEC record (opens in a new tab)
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