Lucas William Castro
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.
- Fisher InvestmentsJul 2025 to now
- UnemployedMay 2025 to Jul 2025
- ExyteMay 2024 to May 2025
- Jersey Mike'sJan 2024 to May 2024
- Buffalo Wild WingsSep 2023 to Dec 2023
- Hawx Pest ControlMay 2023 to Aug 2023
- UnemployedAug 2022 to May 2023
- Chili'sMay 2022 to Aug 2022
- Sidetrack Bar + GrillMay 2022 to Aug 2022
- UnemployedDec 2021 to May 2022
- Sidetrack Bar + GrillMay 2021 to Dec 2021
- UnemployedApr 2021 to May 2021
- Dick's Sporting GoodsMar 2020 to Apr 2021
- UnemployedOct 2019 to Mar 2020
- ChipotleMay 2019 to Oct 2019
- UnemployedAug 2018 to May 2019
- Salt CraftMay 2018 to Aug 2018
- UnemployedJul 2015 to May 2018
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
- 8182801
- Firm CRD
- 107342