Cary
Fliegler
Fisher Investments
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About this Advisor
Cary Fliegler is a financial advisor operating out of Mendham, New Jersey with 19 years of industry experience. Fliegler is on the advisory team at Fisher Investments. They have been an employee of Fisher Investments for the entirety of their career. Fliegler has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in New Jersey. Fisher Investments is a registered investment business based out of Plano, TX. The company has offices in 14 locations and a total of 3,349 advisors. It handles $192 billion in assets under management among its 269,289 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 37 charitable organizations. Of its 269,289 client accounts, 46% are held by high-net-worth clients who have greater than $1 million in assets. Fisher Investments performs a broad array 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 management fees vary depending on which services the firm provides the client. However, fees charged by Fisher Investments likely consist 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
Cary Fliegler Work History
Cary has been registered as a financial advisor for 19 years.*
Fisher Investments, Inc
*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 Cary Fliegler 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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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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