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Joshua Adam Craft

Fisher Investments

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About Joshua Adam Craft

Joshua Adam Craft is a financial advisor with Fisher Investments. Joshua has been in the industry since 2013 and has a strong background in financial planning and portfolio management. Joshua holds the Series 3, 7, 31, 66, and SIE licenses, and has a history of experience with firms such as Goldman Sachs, Morgan Stanley, and LPL Financial. Joshua is registered with the state of Florida.

Firm Information

Joshua Craft 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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Joshua Craft’s Registration & Firm History

FL

07/07/2023 - Present

Fisher Investments (Tampa FL)

FL

05/12/2017 - 04/28/2021

MORGAN STANLEY (TAMPA FL)

NY

04/23/2015 - 11/03/2016

GOLDMAN, SACHS & CO. (LATHAM NY)

NY

06/16/2014 - 03/04/2015

LPL FINANCIAL LLC (EAST GREENBUSH NY)

NY

04/26/2013 - 06/24/2014

MORGAN STANLEY (SARATOGA SPRINGS NY)

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Licenses & Designations

BOTH

Issued 06/12/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/14/2015

Series 3 - National Commodity Futures Examination

BC

Issued 07/30/2013

Series 31 - Futures Managed Funds Examination

BC

Issued 04/25/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua Adam Craft.
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