Malaika
Motaboli

Fisher Investments

CRD#6575946
Investment Advisor
in Plano, TX

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About this Advisor

Malaika Motaboli is a financial advisor who works out of Plano, Texas with a total of 2 years of industry experience. Motaboli currently works for Fisher Investments. Throughout their career, Motaboli has worked at The University Of Tampa, T. Rowe Price, The University Of Tampa- Residence Life, Morgan Stanley, Morgan Stanley Private Bank, N.A and Fisher Investments. Motaboli has Series 63 and Series 66 licenses, qualifying them as a securities representative, and can work in Florida. Fisher Investments is an advisory company based out of Plano, TX. The company has offices in 14 locations and a total of 3,349 financial advisors. It handles $192 billion in assets under management across its 269,289 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 37 charitable organizations. Of its 269,289 customer accounts, 46% are associated with high-net-worth clients who have greater than $1 million in assets. Fisher Investments provides a number 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 fees largely vary depending on the services. However, fee types billed by Fisher Investments most likely include any blend of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

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

6500 International Pkwy Ste 2050
Plano, TX 75093-8222

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Fisher Investments Brokerage Details

Total Assets Under Management

$192,398,103,714

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

3,349

TX Average: 49
Total Number of Accounts

269,289

TX Average: 2,315
Average Account Size

$714,467

TX 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

Malaika Motaboli Work History

Malaika has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Fisher Investments

2020 - 2020 (< 1 year)

Morgan Stanley Private Bank, N.A

2019 - 2020 (1 year)

Morgan Stanley

2016 - 2019 (3 years)

T. Rowe Price

2015 - 2016 (1 year)

T. Rowe Price

2013 - 2015 (2 years)

The University Of Tampa

2013 - 2015 (2 years)

The University Of Tampa- Residence Life

*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 Malaika Motaboli 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

Ryan Dippold
Plano, TX
Marcel Dumont
Tampa, FL
Frank Fontanella
Marietta, GA
Adam Danner
Plano, TX
Jeffrey Pine
Plano, TX
Christopher Fuss
Plano, TX
Theodore Stern
Plano, TX

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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