Mckenzie Perdok
Investment adviser representative at Fisher Investments
10 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
10 years in the industry.
- Fisher InvestmentsJun 2026 to now
- Charles Schwab & Co., Inc.Dec 2024 to May 2026
- Sewell Infiniti of DallasJul 2024 to Dec 2024
- Sewell Bmw of GrapevineJun 2022 to Jul 2024
- The Funky Door RestaurantJun 2021 to Sep 2021
- Wolfforth United Methodist ChurchSep 2020 to Jan 2021
- Big Fish CafeJun 2020 to Jul 2020
- Razzoo'sJan 2020 to Mar 2020
- Big Fish CafeDec 2019 to Dec 2019
- Fore GolfNov 2019 to Nov 2019
- Tone MethodOct 2019 to Oct 2019
- Full Time EducationAug 2018 to Jun 2022
- Palio's Pizza CafeApr 2016 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
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
- 8003812
- Firm CRD
- 107342