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Jose pablo Lippi ceciliano

Investment adviser representative at Fisher Investments
10 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

10 years in the industry.

  1. Fisher InvestmentsJul 2026 to now
  2. AccentureFeb 2026 to Jul 2026
  3. UnemployeedSep 2025 to Feb 2026
  4. MicrosoftFeb 2020 to Aug 2025
  5. Dell TechnologiesJan 2018 to Jan 2020
  6. Boomerang WirelessJul 2016 to Dec 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
8314472
Firm CRD
107342
Advisor's SEC record (opens in a new tab)
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