Joseph Capone
Investment adviser representative at Fisher Investments
15 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
15 years in the industry.
- Fisher InvestmentsMar 2026 to now
- LPL Financial LLCMay 2025 to Mar 2026
- Grow Financial Federal Credit UnionApr 2024 to Mar 2026
- Cuso Financial Services, LPApr 2024 to May 2025
- Trinity Wealth Securities, LLCSep 2023 to Mar 2024
- Florida Financial AdvisorsMay 2023 to Mar 2024
- University of TampaSep 2022 to May 2023
- Grow FinancialMay 2022 to Sep 2022
- University of TampaSep 2021 to May 2022
- Panzone's Italian RestaurantMay 2021 to Sep 2021
- University of TampaSep 2019 to May 2021
- Hotel LbiMay 2019 to Sep 2019
- University of TampaSep 2018 to May 2019
- Ciborowski ConstructionMay 2018 to Sep 2018
- Souther Regional School DistrictJan 2011 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 66 · Uniform Combined State Law2024
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
- 7742214
- Firm CRD
- 107342