Michael O'connor
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
- Revival HomebuyerNov 2024 to Jul 2026
- Compass Real EstateMar 2021 to Aug 2022
- Douglas Elliman Real EstateNov 2020 to Mar 2021
- Evo Real Estate GroupApr 2020 to Nov 2020
- Wagner Property GroupFeb 2019 to Nov 2024
- Douglas Elliman Real EstateApr 2018 to Feb 2019
- Boston Brothers PromotionsAug 2017 to Feb 2019
- Suffolk UniversityAug 2016 to Apr 2018
- M Donahue Associates Inc.May 2015 to Aug 2017
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
- 8313928
- Firm CRD
- 107342