Kory Close
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.
- Fisher InvestmentsAug 2024 to now
- Bank of America, N.A.Mar 2023 to Aug 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2022 to Aug 2024
- Fisher InvestmentsMay 2022 to Nov 2022
- Massachusetts Mutual Life InsuranceFeb 2022 to May 2022
- Owings Financial GroupFeb 2021 to May 2022
- United Planners' Financial Services of America a Limited PartnerFeb 2021 to May 2022
- Cuso Financial Services, LPAug 2019 to Feb 2021
- EecuMar 2019 to Aug 2019
- Kory CloseJan 2018 to May 2022
- Southern New Hampshire UniversityJan 2018 to Aug 2019
- Sweet SammiesJan 2010 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 7173557
- Firm CRD
- 107342