Uriel Felipe castro
Investment adviser representative at Fisher Investments
14 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
14 years in the industry.
- Fisher InvestmentsApr 2024 to now
- J.P. Morgan Securities LLCJul 2021 to Feb 2024
- JPMorgan Chase Bank, N.A.Jul 2021 to Feb 2024
- PersephoneJun 2021 to Jul 2021
- Asesores Empresariales LLCApr 2021 to Jun 2021
- New York Life Insurance CoJun 2020 to Apr 2021
- Nylife Securities LLCJun 2020 to Apr 2021
- Silver Dollar Bar & GrillJan 2020 to Jan 2020
- Roadhouse BreweryJan 2019 to Aug 2019
- Silver Dollar Bar & GrillMay 2018 to Dec 2018
- O'dwyer's Public HouseOct 2017 to May 2018
- Snake River GrillMay 2015 to Jan 2020
- University of WyomingSep 2014 to Dec 2020
- Roadhouse QMay 2012 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2024
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
- 7264520
- Firm CRD
- 107342