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Juan Daniel Alfaro-castro

Investment adviser representative at Fisher Investments
11 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

11 years in the industry.

  1. Fisher InvestmentsJul 2026 to now
  2. IcfFeb 2024 to May 2026
  3. Cmc Energy ServicesFeb 2022 to Feb 2024
  4. Attics and MoreNov 2021 to Feb 2022
  5. Oxford EnergyOct 2021 to Nov 2021
  6. Window NationJun 2021 to Oct 2021
  7. NvrMar 2021 to Jun 2021
  8. AppleSep 2017 to Feb 2021
  9. Best BuySep 2015 to Sep 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
8314406
Firm CRD
107342
Advisor's SEC record (opens in a new tab)
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