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Kylie Riveron

Investment adviser representative at Fisher Investments
10 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

10 years in the industry.

  1. Fisher InvestmentsMay 2026 to now
  2. Brighthouse FinancialMay 2024 to Apr 2026
  3. Seaport PierMay 2020 to May 2024
  4. Pine Run Retirement CommunityApr 2019 to Aug 2020
  5. Luberto's Brick Oven PizzaJun 2017 to Mar 2019
  6. Dam Good CafeOct 2016 to Apr 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2024
  • 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
7978815
Firm CRD
107342
Advisor's SEC record (opens in a new tab)
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