Michael
Samra
Fisher Investments
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About this Advisor
Michael Samra is a financial advisor who works in Plano, Texas with 2 years of relevant experience. Samra is an employee of Fisher Investments. Throughout their career, Samra has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Morgan Stanley, Home Depot, Harford County Government, Daily Campus, University Of Connecticut, Bollinger Brothers Roofing, T Rowe Price and Fisher Investments. Samra holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Washington. Fisher Investments is a registered investment business operating out of Plano, TX. The company has offices in 14 locations and a total of 3,349 people on staff. It manages $192 billion in total assets between its 269,289 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides services to 37 charitable organizations. Of its 269,289 accounts, 46% belong to high-net-worth individuals who have more than $1 million in investable assets. The firm performs a broad range 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. Financial advisory fee schedules vary depending on which services the firm provides the client. Fee types charged by Fisher Investments most likely include 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
Michael Samra Work History
Michael has been registered as a financial advisor for 2 years.*
Fisher Investments
T Rowe Price
Merrill Lynch, Pierce, Fenner & Smith Inc
Morgan Stanley
Home Depot
Harford County Government
University Of Connecticut
Daily Campus
Bollinger Brothers Roofing
University Of Connecticut
*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 Michael Samra 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
Plano, TX
Tampa, FL
Elmhurst, IL
Marietta, GA
Plano, TX
Plano, TX
Plano, TX
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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