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Catherine Elizabeth Huntley

Fisher Investments

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About Catherine Elizabeth Huntley

Catherine Elizabeth Huntley is an investment advisor representative at Fisher Investments. Catherine has been in the financial industry since 2020. She holds Series 65, Series 86, Series 87 and SIE licenses. Catherine is registered to provide investment advisory services in Florida and Texas. Previously, Catherine worked at Raymond James & Associates, Inc. and MIZUHO SECURITIES USA LLC. Catherine specializes in providing financial planning and portfolio management services for individuals, families, and businesses.

Firm Information

Catherine Huntley 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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Catherine Huntley’s Registration & Firm History

FL

08/08/2023 - Present

Fisher Investments (Tampa FL)

NY

09/16/2022 - 12/19/2022

MIZUHO SECURITIES USA LLC (NEW YORK NY)

FL

03/11/2021 - 09/13/2022

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

IA

Issued 07/13/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/11/2021

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 12/03/2020

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 06/06/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Catherine Elizabeth Huntley.
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