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John O'reilly

Investment adviser representative at Fisher Investments
15 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

15 years in the industry.

  1. Fisher InvestmentsMar 2022 to now
  2. Backwoods LandscapingJul 2021 to Jan 2022
  3. Tates Bake ShopMay 2011 to Apr 2021

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

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
8210795
Firm CRD
107342
Advisor's SEC record (opens in a new tab)
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