Zachary James Costa
Investment adviser representative at Fisher Investments
13 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
13 years in the industry.
- Fisher InvestmentsAug 2024 to now
- The Vanguard Group, Inc.Jun 2021 to Jul 2024
- Self-employedOct 2020 to May 2021
- US CensusSep 2020 to Sep 2020
- Parking Management CompanyAug 2020 to Jan 2021
- Trinity Property ConsultantsJun 2020 to Aug 2020
- WalmartApr 2020 to May 2020
- Towne ParkAug 2019 to Jun 2020
- Apple BeesJun 2019 to Jul 2019
- Papa JohnsMar 2019 to Sep 2019
- The TennesseanAug 2018 to Feb 2019
- UrbanexMay 2018 to Aug 2018
- Pizza HutJan 2018 to May 2018
- KrogerSep 2017 to Nov 2017
- University of TennesseeAug 2017 to May 2021
- MarriottOct 2016 to May 2018
- Dobyns Bennett High SchoolAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
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
- 7404866
- Firm CRD
- 107342