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Esteban Geovanny Castro rojas

Investment adviser representative at Fisher Investments
13 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

13 years in the industry.

  1. Fisher InvestmentsMar 2026 to now
  2. UnemploymentOct 2025 to Mar 2026
  3. Mckinsey & CompanyJun 2023 to Oct 2025
  4. AccentureMay 2022 to May 2023
  5. TD Synnex North AmericaMar 2022 to May 2022
  6. TeleperformanceApr 2021 to Nov 2021
  7. Foundever Costa RicaMar 2021 to Apr 2021
  8. ExperianDec 2020 to Jan 2021
  9. AmazonAug 2019 to Dec 2020
  10. Foundever Costa RicaAug 2018 to Aug 2019
  11. Universidad FidelitasMar 2018 to Mar 2025
  12. Colegio Nuestra Senora De SionFeb 2013 to Dec 2017

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
8240429
Firm CRD
107342
Advisor's SEC record (opens in a new tab)
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