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Michael Joseph Richards

Investment adviser representative at Fisher\smb
14 yearsExperience
1 stateRegistered in
$6.8BFirm assets
2 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 assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

14 years in the industry.

  1. Fisher\smbJul 2026 to now
  2. Fisher Retirement Solutions LLC dba Fisher\smbJul 2024 to now
  3. Fisher InvestmentsJan 2022 to Jul 2024
  4. GreystarApr 2019 to Nov 2021
  5. UnemployedJan 2019 to Mar 2019
  6. UpsNov 2018 to Dec 2018
  7. The Meadows ApartmentsJun 2018 to Sep 2018
  8. Full Time StudentMar 2012 to May 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (WA).

Fisher\smb

Legal name: Fisher Retirement Solutions LLC

$6.8BAssets managed
1,848Clients
70Advisers
2 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
7516235
Firm CRD
331205
Advisor's SEC record (opens in a new tab)
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