Skip to content

Sarah Margaret Bailey

Investment adviser representative at Fisher Investments
13 yearsExperience
2 statesRegistered in
$386.7BFirm assets
39 yearsFirm in business

Are you Sarah Margaret Bailey? Claim your profile

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

13 years in the industry.

  1. Fisher InvestmentsMay 2018 to now
  2. NordstromApr 2018 to May 2018
  3. California Pizza KitchenDec 2017 to Apr 2018
  4. Current EventsJun 2017 to Nov 2017
  5. NordstromJun 2017 to Oct 2017
  6. University of OregonSep 2013 to Jun 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2018

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
7013488
Firm CRD
107342
Advisor's SEC record (opens in a new tab)
CallContact this firm