Nicholas Sanders Lebeau
Investment adviser representative at Fisher Investments
15 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
15 years in the industry.
- Fisher InvestmentsMar 2024 to now
- Trinity Wealth Securities, LLCOct 2023 to Mar 2024
- Rusty PelicanDec 2022 to Mar 2024
- Florida Financial AdvisorsOct 2022 to Mar 2024
- Valic Financial Advisors, Inc.Aug 2021 to Sep 2021
- The Standard Cuisine and CocktailsOct 2020 to Aug 2022
- Sands Harbor Resort and MarinaSep 2019 to Oct 2020
- Lifetime AthleticMay 2018 to Sep 2019
- UnemployedJan 2018 to May 2018
- Vitamin WorldAug 2017 to Jan 2018
- UnemployedApr 2011 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser 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
- 7364969
- Firm CRD
- 107342