David Edward Heyl
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 InvestmentsApr 2026 to now
- Fidelity InvestmentsJun 2025 to Mar 2026
- Fidelity InvestmentsOct 2023 to May 2025
- Fidelity InvestmentsAug 2022 to Sep 2023
- UnemployedMay 2022 to Aug 2022
- Rivercoast EnterprisesDec 2021 to Dec 2021
- Rivercoast EnterprisesMay 2021 to Aug 2021
- Rivercoast EnterprisesNov 2020 to Jan 2021
- UnemployedMay 2020 to Aug 2020
- Martin Wine CellarDec 2019 to Jan 2020
- Martin Wine CellarMay 2019 to Aug 2019
- Lotsa Stone Fired PizzaJan 2019 to Apr 2019
- Martin Wine CellarDec 2018 to Jan 2019
- Florida State UniversityAug 2018 to Apr 2022
- Jewish Community CenterMay 2018 to Aug 2018
- Martin Wine CellarApr 2018 to Aug 2018
- Jewish Community CenterMay 2017 to Aug 2017
- Benjamin Franklin High SchoolAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2026
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
- 7613677
- Firm CRD
- 107342