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Roma Samala

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 2025 to now
  2. UnemployedMay 2025 to Jul 2025
  3. Pearson PlusApr 2022 to May 2023
  4. Washington State UniversityAug 2021 to May 2025
  5. Hanford High SchoolAug 2019 to Jul 2021
  6. Sancta Maria International SchoolJun 2017 to Jul 2019
  7. Suchitra AcademyJun 2015 to May 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 2 states (TX, WA).

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
8182797
Firm CRD
107342
Advisor's SEC record (opens in a new tab)
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