Alex James Costa
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.
- Fisher InvestmentsJun 2022 to now
- Bank of America, N.A.Jul 2019 to May 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2019 to May 2022
- Balboa Capital CorporationFeb 2019 to Jun 2019
- UnemployedDec 2018 to Jan 2019
- Amazon Fullfilment ServicesNov 2018 to Dec 2018
- Mutual of Omaha Insurance CompanyJul 2018 to Oct 2018
- Mutual of Omaha Investor ServicesJul 2018 to Oct 2018
- Washington State UniversityAug 2017 to May 2018
- Olympia Federal SavingsJun 2017 to Aug 2017
- Washington State UniversityAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 6994473
- Firm CRD
- 107342