Brock Montgomery Bennison
Investment adviser representative at Fisher Investments
10 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
10 years in the industry.
- Fisher InvestmentsMar 2024 to now
- Fidelity InvestmentsJun 2022 to Mar 2024
- Full Time EducationAug 2021 to Jun 2022
- State FarmJun 2021 to Aug 2021
- Full Time EducationAug 2020 to Jun 2021
- Ra SushiJun 2020 to Aug 2020
- Full Time EducationAug 2019 to Jun 2020
- Gaylord TexanJun 2019 to Aug 2019
- Full Time EducationAug 2018 to Jun 2019
- Timarron Country ClubJun 2018 to Aug 2018
- Full Time EducationAug 2017 to Jun 2018
- Timarron Country ClubJun 2017 to Aug 2017
- Full Time EducationAug 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- 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
- 7586352
- Firm CRD
- 107342