Timothy James Roberts
Investment adviser representative at Fisher Investments
10 yearsExperience
2 statesRegistered in
$386.7BFirm assets
39 yearsFirm in business
Are you Timothy James Roberts? 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
10 years in the industry.
- Fisher InvestmentsMay 2026 to now
- Bankers LifeMay 2025 to Apr 2026
- Texas RoadhouseOct 2024 to Sep 2025
- State Street MotorsAug 2024 to Oct 2024
- The Burish Group At UBSJun 2023 to May 2024
- World Financial Group At TransamericaMar 2021 to Dec 2021
- University of Wisconsin - MadisonSep 2019 to May 2024
- University of Wisconsin - Madison: Carson Dining HallAug 2019 to Mar 2021
- Las Brasas Mexican RestaurantApr 2019 to Aug 2019
- The Health ConnectionOct 2017 to May 2019
- Clean SweepJun 2016 to Aug 2020
Exams passed
- 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
- 7747595
- Firm CRD
- 107342