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David Thomas Crouse

Fisher Investments

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About David Thomas Crouse

David Thomas Crouse is a financial advisor who has been in the industry since September 2013. David is currently registered with Fisher Investments as an Investment Advisor Representative. David is registered with the state of Texas, with a license effective date of June 6, 2023 and with the state of Washington, with a license effective date of August 15, 2017. David has passed the Uniform Investment Adviser Law Examination. David has experience working with a variety of clients including high net worth individuals, corporations, and other businesses. David offers financial planning and portfolio management services to clients. David is a specialist in the following areas: Retirement Planning, Insurance, College Savings, Estate Planning, and Other.

Firm Information

David Crouse 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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David Crouse’s Registration & Firm History

TX

08/15/2017 - Present

Fisher Investments (PLANO TX)

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Licenses & Designations

IA

Issued 08/15/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Thomas Crouse.
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