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Benjamin Graham Waltman

Investment adviser representative at Fisher Investments
11 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

11 years in the industry.

  1. Fisher InvestmentsJul 2026 to now
  2. Equitable Advisors, LLCSep 2025 to May 2026
  3. UnemployedMay 2025 to Sep 2025
  4. StudentJan 2025 to May 2025
  5. Eudaimonia GroupMay 2024 to Aug 2024
  6. StudentAug 2023 to May 2024
  7. Wing HouseJun 2023 to Aug 2024
  8. Phoenix Asset AdvisorsMay 2023 to Aug 2023
  9. Indiana UniversityAug 2022 to Dec 2024
  10. Chick-fil-aOct 2019 to Dec 2024
  11. StudentAug 2015 to Oct 2019

Exams passed

  • Series 66 · Uniform Combined State 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
8151214
Firm CRD
107342
Advisor's SEC record (opens in a new tab)
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