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Alexander Davidson Baruch

Fisher Investments

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About Alexander Davidson Baruch

Alexander Davidson Baruch is a registered Investment Advisor Representative with Fisher Investments. Alexander has been in the industry since 2009 and has a strong background in financial services. Alexander specializes in portfolio management and provides services to a wide range of clients including individuals, businesses, investment companies and pooled investment vehicles. Alexander is licensed in both California and Texas. In addition to Fisher Investments, Alexander has also worked at Morgan Stanley and Citigroup Global Markets Inc.

Firm Information

Alexander Baruch is currently registered with Fisher Investments. Fisher Investments is an investment firm headquartered in Plano, Texas, managing over $298 billion in assets. The firm offers a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments serves a diverse client base, including individuals, high-net-worth individuals, corporations, and institutional investors.
Fisher Investments

6500 INTERNATIONAL PKWY

PLANO, TX 75093-8222

$298.73B

Assets Under Management

Not reported

Total Clients

2,215

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio assessment

Portfolio assessment

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Alexander Baruch’s Registration & Firm History

CA

07/14/2023 - Present

Fisher Investments (WOODSIDE CA)

ME

09/17/2014 - 06/30/2016

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

CA

06/01/2009 - 10/17/2012

MORGAN STANLEY (SAN FRANCISCO CA)

CA

02/19/2009 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 04/25/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/30/2016

SIE - Securities Industry Essentials Examination

BC

Issued 02/18/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexander Davidson Baruch.
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