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William Solari

Investment adviser representative at Fisher Investments
11 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

11 years in the industry.

  1. Fisher InvestmentsMay 2023 to now
  2. Amsco WindowsAug 2022 to May 2023
  3. Fisher InvestmentsJun 2022 to Aug 2022
  4. Basic American FoodsJun 2020 to Jun 2022
  5. Overwatch FinancialJan 2020 to Aug 2020
  6. Aptive EnvironmentalMay 2018 to Aug 2019
  7. Brigham Young UniversityAug 2017 to Apr 2023
  8. GatherAug 2017 to Apr 2018
  9. The Church of Jesus Christ of Latter Day SaintsAug 2015 to Aug 2017

Exams passed

  • Series 65 · Uniform Investment Adviser 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
7769395
Firm CRD
107342
Advisor's SEC record (opens in a new tab)
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