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Connor Fracassi

Investment adviser representative at Fisher Investments
12 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

12 years in the industry.

  1. Fisher InvestmentsJun 2024 to now
  2. Senior Planning AdvisorsMay 2023 to Aug 2023
  3. Marygrove AwningsJun 2022 to Sep 2022
  4. John Carroll UniversitySep 2020 to May 2024
  5. South Lyon High SchoolSep 2017 to Jun 2020
  6. Centennial Middle SchoolSep 2014 to Jun 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

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
7979019
Firm CRD
107342
Advisor's SEC record (opens in a new tab)
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