Andres
Schumacher

Fisher Investments

CRD#6372874
Investment Advisor
in Tampa, FL

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About this Advisor

Andres Schumacher is a financial advisor operating out of Tampa, Florida with a total of 2 years of relevant experience. Schumacher works at Fisher Investments. Their career trajectory has included roles at Wells Fargo Advisors, LLC, Wells Fargo Bank Na, Wells Fargo Clearing Services, LLC, Synovus Bank, Synovus Securities, Inc, Wells Fargo Bank, Na and Fisher Investments. Schumacher has Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to serve investors in Florida. Fisher Investments is an advisory firm that has its headquarters in Plano, TX. The company has offices in 14 locations and a total of 3,349 financial advisors. It has $192 billion in total assets among its 269,289 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 37 charitable organizations. Of its 269,289 accounts, 46% are associated with high-net-worth investors who have greater than $1 million in assets. Fisher Investments performs a broad assortment 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. Financial advisory fees usually vary depending on the services. However, fees charged by Fisher Investments can be comprised of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 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

3109 W Dr Martin Luther King Jr Suite 600
Tampa, FL 33607

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Fisher Investments Brokerage Details

Total Assets Under Management

$192,398,103,714

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

3,349

FL Average: 49
Total Number of Accounts

269,289

FL Average: 2,315
Average Account Size

$714,467

FL 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

Andres Schumacher Work History

Andres has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Fisher Investments

2021 - 2021 (< 1 year)

Wells Fargo Bank, Na

2021 - 2021 (< 1 year)

Wells Fargo Clearing Services, LLC

2018 - 2021 (3 years)

Synovus Bank

2018 - 2021 (3 years)

Synovus Securities, Inc

2016 - 2018 (2 years)

Wells Fargo Clearing Services, LLC

2014 - 2016 (2 years)

Wells Fargo Advisors, LLC

2010 - 2018 (8 years)

Wells Fargo Bank Na

*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 Andres Schumacher 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

Hilda Spencer
Plano, TX
Colleen Pizzo
Tampa, FL
Ashley Lonstad
Plano, TX
Frank Fontanella
Marietta, GA
Anthony Flores
Plano, TX
Jeffrey Pine
Plano, TX
Christopher Fuss
Plano, TX
Nicole Huckins
San Mateo, CA

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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