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Carmela Williams

Investment adviser representative at Fisher Investments
12 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

12 years in the industry.

  1. Fisher InvestmentsMar 2026 to now
  2. No WorkJan 2026 to Feb 2026
  3. First WatchMay 2023 to Dec 2025
  4. No WorkJun 2022 to Apr 2023
  5. 2 Home CooksJun 2019 to May 2022
  6. Oyster River High SchoolMay 2018 to Jun 2019
  7. Barrington Middle SchoolMay 2014 to May 2018

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
8247091
Firm CRD
107342
Advisor's SEC record (opens in a new tab)
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