Ashutosh
Sohoni
Fisher Investments
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About this Advisor
Ashutosh Sohoni is a financial advisor based in Plano, Texas, working with Fisher Investments. Ashutosh has previously held positions at Bowling Green State University, Nylife Securities LLC, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, New York Life Insurance, J.P. Morgan Securities LLC, Huntington Bank, Dmi Gc Holdings (Dialog Direct), Mass Mutual, Mml Investors Services, Texas Christian University, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Sam Houston State University, and Fisher Investments. Ashutosh has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Ashutosh is part of Fisher Investments, which operates out of Plano, Texas. 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
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Fisher Investments Brokerage Details
$235,943,355,465
3,525
148,462
$1,589,251
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
Ashutosh Sohoni Work History
Fisher Investments
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Sam Houston State University
J.P. Morgan Securities LLC
Mass Mutual
Mml Investors Services
Texas Christian University
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Huntington Bank
Dmi Gc Holdings (Dialog Direct)
Nylife Securities LLC
New York Life Insurance
Bowling Green State University
Disclosures
Please visit the SEC profile of Ashutosh Sohoni 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
San Mateo, CA
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Tampa, FL
Plano, TX
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