Aldian David - jonathan Isaacs
Investment adviser representative at Fisher Investments
14 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
14 years in the industry.
- Fisher InvestmentsJun 2024 to now
- Park Avenue Securities LLCOct 2022 to May 2024
- Guardian Life Insurance CompanyJul 2022 to May 2024
- Trinity Wealth SecuritiesNov 2021 to Jun 2022
- Florida Financial AdvisorsJun 2021 to Jun 2022
- Florida State UniversityAug 2019 to Jun 2021
- Hillsborough Community CollegeAug 2018 to Aug 2019
- Freedom High SchoolAug 2017 to May 2018
- Campion CollegeSep 2012 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
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
- 7401892
- Firm CRD
- 107342