Eneo
Dashi

Fisher Investments

CRD#6338453
Investment Advisor
in Tampa, FL

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About this Advisor

Eneo Dashi is a financial advisor based out of Tampa, Florida who has 1 year of relevant experience. Dashi currently works for Fisher Investments. The advisor has gained experience at University Of South Florida, Bankers Life, Waddell & Reed Inc, Various Insurance Carriers For W&R Insurance Agencies, T. Rowe Price, Facet Wealth, Blue Wave Investments, Fisher Investments and Morgan Stanley. Dashi maintains Series 66 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Florida. Fisher Investments is a registered investment company based in Plano, TX. It has offices in 14 locations and a total of 3,349 employees. It controls $192 billion in total assets between its 269,289 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 37 charities and foundations. Of its 269,289 customer accounts, 46% belong to high-net-worth individuals who have greater than $1 million in investable assets. The firm offers a broad array 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 charged by financial advisors usually vary depending on which services the firm provides the client. However, fees charged by Fisher Investments likely consist of asset-based and performance-based fees.

Certifications and Registrations

Series 66, Series 65

Years Registered*

1 year

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. Blvd 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

Eneo Dashi Work History

Eneo has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Fisher Investments

2020 - 2021 (1 year)

Blue Wave Investments

2019 - 2020 (1 year)

Facet Wealth

2019 - 2019 (< 1 year)

Morgan Stanley

2015 - 2019 (4 years)

T. Rowe Price

2014 - 2015 (1 year)

Waddell & Reed Inc

2014 - 2015 (1 year)

Various Insurance Carriers For W&R Insurance Agencies

2013 - 2014 (1 year)

Bankers Life

2011 - 2013 (2 years)

University Of South Florida

*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 Eneo Dashi 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

Brandon Ferree
Camas, WA
Spencer May
Camas, WA
Melissa Sullivan
Plano, TX
Frank Fontanella
Marietta, GA
Justin Peacock
Plano, TX
Jeffrey Pine
Plano, TX
Christopher Fuss
Plano, TX
Patrick Mccormick
Westerville, OH

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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