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Theodore David Stern

Fisher Investments

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About Theodore David Stern

Theodore Stern is an investment advisor representative with Fisher Investments. Theodore is registered with the state of Oregon, Texas, and Washington. He has been in the industry since 2005 and has a Series 6, 63, and 65 license. Theodore has experience providing financial planning and portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. Theodore has a broad range of experience in the financial services industry, with previous experience at EATON VANCE DISTRIBUTORS, INC. and FORESIDE FINANCIAL GROUP.

Firm Information

Theodore Stern 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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Theodore Stern’s Registration & Firm History

TX

01/16/2019 - Present

Fisher Investments (PLANO TX)

MA

11/08/2005 - 10/05/2006

EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 06/25/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/07/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/07/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Theodore David Stern.
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