Derrick
Cartozian
Fisher Investments
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About this Advisor
Derrick Cartozian is a financial advisor who works in Jacksonville, Florida, with a total of 1 year of industry experience. Cartozian currently works for Fisher Investments. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Equitable Advisors LLC and Fisher Investments. Cartozian has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida. Fisher Investments is a financial advisory business that has its headquarters in Plano, TX. The firm has offices in 14 locations and a total of 3,349 advisors. It administers $192 billion in assets under management across its 269,289 client accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 37 charities and foundations. Of its 269,289 client accounts, 46% are associated with high-net-worth individuals who have at least $1 million in assets. The company has a broad set of services, including 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 charged by financial advisors usually vary depending on which services the firm provides the client. Fee types charged by Fisher Investments likely are comprised of some combination of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fisher Investments Brokerage Details
$192,398,103,714
3,349
269,289
$714,467
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
Derrick Cartozian Work History
Derrick has been registered as a financial advisor for 1 years.*
Fisher Investments
Equitable Advisors LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
*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 Derrick Cartozian to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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