Wayne
Slattery

Fisher Investments

CRD#4883823
Investment Advisor
in Tampa, FL

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About this Advisor

Wayne Slattery is a financial advisor based in Tampa, Florida, working with Fisher Investments. Wayne has previously held positions at Mml Investors Services, LLC, Allstate Insurance Company, Sapers & Wallack, Lion Street Financial, Pruco Securities, LLC, Prudential Insurance Company Of America, Fisher Investments, Metlife, Metlife Securities Inc, Metlife Investors Distribution Company, Msi Financial Services, Inc, and Massachusetts Mutual Life Insurance Company. Wayne has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida and Texas. Currently, Wayne is part of Fisher Investments, which operates out of Tampa, Florida. The firm has 14 offices and 3,525 employees. The firm manages assets totaling $235.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Fisher Investments includes asset-based and performance-based fees.

Certifications and Registrations

Series 65, Series 63

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

3405 W Martin L King Jr. Blvd Suite 600
Tampa, FL 33607

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Fisher Investments Brokerage Details

Total Assets Under Management

$235,943,355,465

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

3,525

FL Average: 49
Total Number of Accounts

148,462

FL Average: 2,315
Average Account Size

$1,589,251

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

Wayne Slattery Work History

2023 - Present (1 year)

Fisher Investments

2021 - Present (3 years)

Pruco Securities, LLC

2021 - Present (3 years)

Prudential Insurance Company Of America

2018 - 2018 (< 1 year)

Allstate Insurance Company

2018 - 2021 (3 years)

Sapers & Wallack

2018 - 2021 (3 years)

Lion Street Financial

2017 - 2018 (1 year)

Mml Investors Services, LLC

2016 - 2016 (< 1 year)

Metlife Investors Distribution Company

2016 - 2017 (1 year)

Msi Financial Services, Inc

2016 - 2018 (2 years)

Massachusetts Mutual Life Insurance Company

2004 - 2016 (12 years)

Metlife

2004 - 2016 (12 years)

Metlife Securities Inc

Disclosures

Please visit the SEC profile of Wayne Slattery 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

Weston Cooper
San Mateo, CA
Michael Mcclelland
Plano, TX
Zachory Prekel
Plano, TX
Nicholas Arntz
Plano, TX
Eric Schmauch
Plano, TX
Hyun Paik
Plano, TX
Ry Cardeilhac
Tampa, FL
Michael Valentino
Plano, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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