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Andrew Healy

Investment adviser representative at Fisher Investments
20 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

20 years in the industry.

  1. Fisher InvestmentsJul 2024 to now
  2. UnemployedMar 2024 to Jul 2024
  3. KojoMar 2023 to Mar 2024
  4. UneployedAug 2022 to Mar 2023
  5. YelpMay 2021 to Aug 2022
  6. UnemployedMar 2021 to May 2021
  7. MizuhoMay 2018 to Mar 2021
  8. Massachusetts Mutual Life Insurance CompanyFeb 2018 to Apr 2018
  9. MML Investors Services, LLCFeb 2018 to Apr 2018
  10. Northwestern Mutual Wealth Management CompanyApr 2017 to Feb 2018
  11. Northwestern Mutual Investment Services LLCOct 2016 to Feb 2018
  12. Northwestern Mutual Life Insurance CompanyJun 2016 to Feb 2018
  13. StudentApr 2006 to Dec 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2017
  • Series 65 · Uniform Investment Adviser Law2024

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
6657916
Firm CRD
107342
Advisor's SEC record (opens in a new tab)
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