Kalen Patel
Investment adviser representative at Fisher Investments
11 yearsExperience
3 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 InvestmentsJan 2026 to now
- Full-time University StudentAug 2025 to Dec 2025
- K-town Korean BbqMay 2025 to Aug 2025
- Full-time University StudentJul 2023 to May 2025
- AmazonMay 2023 to Jul 2023
- Full-time University StudentAug 2022 to May 2023
- Chipotle Mexican GrillFeb 2022 to Aug 2022
- UnemployedFeb 2015 to Feb 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 3 states (OR, 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
- 8244305
- Firm CRD
- 107342