Adam Tomaselli
Investment adviser representative at Fisher Investments
11 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
11 years in the industry.
- Fisher InvestmentsJul 2026 to now
- Hcp ConciergeMar 2023 to Jun 2026
- Dregs VodkaJan 2022 to Jan 2023
- Ideamapper Higher EdAug 2021 to Dec 2021
- GamestopJun 2019 to Mar 2020
- Kate Brown CommitteeSep 2018 to Nov 2018
- Cafe Yumm!Oct 2017 to Sep 2018
- Portland State UniversitySep 2017 to Jun 2022
- Cold Stone CreameryJun 2015 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (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
- 8313856
- Firm CRD
- 107342