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Robert Montgomery Steed

Fisher Investments

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About Robert Montgomery Steed

Robert Montgomery Steed is an investment advisor representative at Fisher Investments. Robert is registered with the state of Washington as an Investment Advisor Representative and with Oregon and Texas as an Investment Advisor Representative. Robert has been with Fisher Investments since November of 2007. Prior to joining Fisher Investments, Robert was registered with HybridTrading, LLC, Ameritrade, Inc., and Ameritrade Northwest, Inc.

Firm Information

Robert Steed 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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Robert Steed’s Registration & Firm History

WA

11/27/2007 - Present

Fisher Investments (CAMAS WA)

OR

02/08/2006 - 09/22/2006

HYBRIDTRADING, LLC (PORTLAND OR)

NE

05/12/2004 - 02/24/2006

AMERITRADE, INC. (OMAHA NE)

OR

08/04/2000 - 07/23/2004

AMERITRADE NORTHWEST, INC. (PORTLAND OR)

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Licenses & Designations

IA

Issued 11/10/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/22/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/03/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Montgomery Steed.
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