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Andrew Armando Di ferdinando

Fisher Investments

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About Andrew Armando Di ferdinando

Andrew Armando Di ferdinando is an investment advisor representative who has been in the industry for over 12 years. Andrew is currently registered with Fisher Investments in Plano, Texas and Davidsonville, Maryland. Andrew previously worked at Northwestern Mutual Investment Services, LLC in Annapolis, Maryland. Andrew holds the Series 6, Series 63, Series 65 and SIE licenses. Andrew specializes in providing portfolio management for individuals, businesses, pooled investment vehicles and investment companies. Andrew focuses on providing financial planning and portfolio assessment services.

Firm Information

Andrew Di ferdinando 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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Andrew Di ferdinando’s Registration & Firm History

TX

12/20/2017 - Present

Fisher Investments (PLANO TX)

MD

08/19/2015 - 11/21/2017

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ANNAPOLIS MD)

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Licenses & Designations

IA

Issued 12/20/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/15/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/21/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Armando Di ferdinando.
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