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Adam Gregory Anagnostis

Investment adviser representative at Fisher Investments
16 yearsExperience
1 stateRegistered 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

16 years in the industry.

  1. Fisher InvestmentsJun 2022 to now
  2. Wyndham DestinationsJul 2021 to Apr 2022
  3. Metlife Investors Distribution CompanyApr 2019 to Jul 2021
  4. Bank of AmericaMay 2018 to Mar 2019
  5. Providence Public School DepartmentFeb 2014 to Mar 2019
  6. NordstromAug 2010 to Jun 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 1 state (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
7092372
Firm CRD
107342
Advisor's SEC record (opens in a new tab)
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