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Brendan Hayes Covert

Investment adviser representative at Fisher Investments
13 yearsExperience
3 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

13 years in the industry.

  1. Fisher InvestmentsDec 2023 to now
  2. Hollister Co.Oct 2023 to Oct 2023
  3. Walton GlobalAug 2023 to Sep 2023
  4. The Vanguard Group, Inc.Mar 2022 to Jul 2023
  5. Oregano's Pizza BistroJan 2022 to Jan 2022
  6. Macy's, IncJun 2021 to Aug 2021
  7. Arizona ForwardJun 2020 to Aug 2020
  8. Oregano's Pizza BistroJan 2019 to Dec 2021
  9. Hollister Co.Aug 2018 to Dec 2019
  10. The University of ArizonaAug 2017 to Dec 2021
  11. Hollister Co.Jan 2016 to Jul 2018
  12. Brophy College PreparatoryAug 2013 to May 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 3 states (OR, TX, WA).

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
7514460
Firm CRD
107342
Advisor's SEC record (opens in a new tab)
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