Rachel Paez
Investment adviser representative at Fisher Investments
7 yearsExperience
2 statesRegistered in
$386.7BFirm assets
39 yearsFirm in business
Are you Rachel Paez? Claim your profile
Contact this firm
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
7 years in the industry.
- Fisher InvestmentsNov 2019 to now
- Flywheel (now Wp Engine)Nov 2018 to Sep 2019
- Outback SteakhouseMay 2017 to Oct 2018
- University of Nebraska At OmahaMay 2015 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (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
- 7533538
- Firm CRD
- 107342