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Board of Managers · Fisher Investments

David M. Mussafer

CRD 4341172 · Named on Form ADV at one SEC-registered adviser

At a glance

Fisher Investments, an SEC-registered wealth manager based in Plano, TX with $386.7 billion in regulatory assets, lists David M. Mussafer on its Form ADV as Board of Managers, a control person.

Firms and roles

  • Fisher InvestmentsBoard of ManagersWealth manager · Plano, TX · $387B in regulatory assets

AtlasMembers

David’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Kenneth L. FisherExecutive Chairman, Chairman Board of Managers, Co-Chief Investment Officer, Investment Policy Committee, Fisher Investments
  • Damian D. OrnaniChief Executive Officer, Board of Managers, Fisher Investments
  • Thomas C. FishelChief Compliance Officer, Fisher Investments

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.