Miles Willman
Investment adviser representative at Fisher Investments
14 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
14 years in the industry.
- Fisher InvestmentsAug 2025 to now
- Equitable Advisors, LLCAug 2024 to Sep 2025
- Wp Global PartnersMay 2023 to Aug 2023
- Rosemary Beach ChairsMay 2021 to Aug 2021
- University of AlabamaAug 2020 to Aug 2024
- Docrx PharmaceuticalsMay 2020 to Aug 2020
- St. Paul's EpiscopalAug 2012 to Aug 2020
Exams passed
- 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
- 7971236
- Firm CRD
- 107342