Colby Luisi, financial advisor Plano TX

Colby Luisi

CRD Number: 7100274
Current Firm: Fisher Investments

Colby Luisi (CRD# 7100274) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fisher Investments Camas, WA Apr 2019 - Current 5
Fisher Investments Camas, WA Mar 2017 - Apr 2019 2
Unemployed Orange, CT May 2016 - Mar 2017 < 1
University Of Vermont Burlington, VT Aug 2012 - May 2016 3
Mba Health Group South Burlington, VT Jun 2015 - Dec 2015 < 1
Community Health Group Of Burlington Burlington, VT Jun 2014 - Sep 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2019
Contact Info for Colby J. Luisi
Phone Number: 800-851-8845
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    235,943
    MILLIONS
  • Total Number of Accounts
    148,462
    ACCOUNTS
  • Average Account Value
    $1,589,251
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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