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Samantha Laine Newbrough

Investment adviser representative at Fisher Investments
13 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

13 years in the industry.

  1. Fisher InvestmentsJul 2023 to now
  2. CooshsOct 2021 to Oct 2022
  3. C4 SocialJun 2021 to Aug 2023
  4. TargetMar 2020 to Jun 2023
  5. Florida State University FoundationSep 2019 to May 2023
  6. Ymca of Greater NaplesJan 2019 to Aug 2021
  7. Sports ClubJun 2016 to Jan 2019
  8. High SchoolJul 2013 to May 2019

Exams passed

  • 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
7789280
Firm CRD
107342
Advisor's SEC record (opens in a new tab)
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