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Caleb M Craig

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.

  1. Fisher InvestmentsFeb 2026 to now
  2. LPL EnterpriseMay 2025 to now
  3. UnemployedJun 2024 to May 2025
  4. JP Morgan Chase Bank, N.A.Jan 2023 to Jun 2024
  5. JP Morgan Securities, LLCJan 2023 to Jun 2024
  6. UnemployedNov 2022 to Dec 2022
  7. The Prudential Insurance Company of AmericaJun 2022 to Oct 2022
  8. Pruco Securities, LLCJan 2022 to Oct 2022
  9. VivintMar 2021 to May 2022
  10. Pruco Securities, LLCSep 2020 to Feb 2021
  11. UnemployedAug 2020 to Aug 2020
  12. Bankers Life and Casualty CompanyFeb 2020 to Jul 2020
  13. Gt Precision Manufacturing IncMar 2019 to Feb 2020
  14. The Reserves Network, Inc.Feb 2019 to Mar 2019
  15. UnemployedJan 2019 to Jan 2019
  16. Kelly Services USA, LLC / Pall AerospaceAug 2018 to Dec 2018
  17. Revival Ministries InternationalMar 2018 to Dec 2018
  18. UnemployedJun 2017 to Feb 2018
  19. Westmor IndustriesFeb 2016 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2022

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
7296686
Firm CRD
107342
Advisor's SEC record (opens in a new tab)
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