Katherine Morales
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 InvestmentsDec 2025 to now
- Innovation Made ClearOct 2024 to Oct 2025
- ConcenrtrixSep 2022 to Oct 2024
- Texas Association of CountiesOct 2021 to Sep 2022
- SnapcomplianceMay 2021 to Nov 2021
- Mckinsey and CompanySep 2019 to May 2021
- National InstrumentsMay 2018 to Jul 2019
- IbmMar 2016 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8200600
- Firm CRD
- 107342