Andrew Crim
Investment adviser representative at Fisher\smb
18 yearsExperience
1 stateRegistered in
$6.8BFirm assets
2 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Fisher\smbAug 2025 to now
- Cetera Investment Advisers LLCAug 2024 to Aug 2025
- Cetera Wealth Services, LLCAug 2024 to Aug 2025
- Habitat for HumanityJun 2022 to Jun 2024
- Ae Wealth Management LLCMar 2022 to Apr 2024
- Mercer AdvisorsOct 2018 to Jan 2022
- Frontier Investment ManagementJan 2018 to May 2018
- United CapitalMay 2017 to Dec 2017
- StudentOct 2008 to Oct 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (TX).
Fisher\smb
Legal name: Fisher Retirement Solutions LLC
$6.8BAssets managed
1,848Clients
70Advisers
2 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
- 6663416
- Firm CRD
- 331205