Mario
Holland

Fisher Investments

CRD#4608923
Investment Advisor
in San Mateo, CA

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About this Advisor

Mario Holland is a financial advisor working out of San Mateo, California with 14 years of industry experience. Holland is an advisor for Fisher Investments. They have spent all of their employment at Fisher Investments. Holland holds a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in California. Fisher Investments is an advisory company based in Plano, TX. It has offices in 14 locations and a total of 3,349 financial advisors. It has $192 billion in assets between its 269,289 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 37 charities and foundations. Of its 269,289 client accounts, 46% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The company offers a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Fees for financial advice are based on which services are offered. However, fee types charged by Fisher Investments likely consist of asset-based and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

1450 Fashion Island Blvd
San Mateo, CA 94404

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Fisher Investments Brokerage Details

Total Assets Under Management

$192,398,103,714

CA Average: $3,042,739,679
Total Number of Employees

3,349

CA Average: 49
Total Number of Accounts

269,289

CA Average: 2,315
Average Account Size

$714,467

CA Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Mario Holland Work History

Mario has been registered as a financial advisor for 14 years.*

2004 - Present (20 years)

Fisher Investments

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Mario Holland to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fisher Investments

Ryan Dippold
Plano, TX
Spencer May
Camas, WA
Marcel Dumont
Tampa, FL
Frank Fontanella
Marietta, GA
Patrick Mccormick
Westerville, OH
Jeffrey Pine
Plano, TX
Christopher Fuss
Plano, TX
Roma Miller
Plano, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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