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Thomas Anthony Laudisi

Fisher Investments

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About Thomas Anthony Laudisi

Thomas Laudisi is a financial advisor at Fisher Investments, a firm with approximately $1 billion to $10 billion in assets under management. Thomas is registered with the state of Texas and Washington. He specializes in providing financial advice and managing portfolios for high-net-worth individuals, corporations, and other businesses, investment companies, and pooled investment vehicles. He is also a registered investment advisor with the Securities and Exchange Commission (SEC). Thomas has over 10 years of experience in the financial services industry. He has held previous positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Edward Jones, and Bank of America.

Firm Information

Thomas Laudisi 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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Thomas Laudisi’s Registration & Firm History

TX

01/09/2018 - Present

Fisher Investments (PLANO TX)

MS

11/08/2016 - 11/29/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MERIDIAN MS)

GA

09/25/2009 - 01/05/2010

EDWARD JONES (SAVANNAH GA)

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Licenses & Designations

BOTH

Issued 12/08/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/29/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/08/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Anthony Laudisi.
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