David Yurman
Investment adviser representative at Fisher Investments
12 yearsExperience
2 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
12 years in the industry.
- Fisher InvestmentsDec 2025 to now
- LPL Enterprise, LLCNov 2024 to now
- The Prudential Insurance Company of AmericaApr 2024 to now
- Pruco Securities LLCMar 2024 to Nov 2024
- UnemployedOct 2023 to Mar 2024
- Citizens Securities Inc.,Jun 2023 to Oct 2023
- Charles Schwab & Co., Inc.Sep 2022 to May 2023
- Boston PrivateJan 2019 to Mar 2020
- UnemployedSep 2018 to Jan 2019
- Black Anchor Capital Inc.May 2018 to Sep 2022
- Brookline BankJan 2017 to Sep 2018
- Lesley UniversityFeb 2016 to Jun 2017
- AdlensMay 2014 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7613126
- Firm CRD
- 107342