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Zachary Alexander McDaniel

Fisher Investments

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About Zachary Alexander McDaniel

Zachary McDaniel is an Investment Advisor Representative registered with the state of Texas. Zachary has been in the financial industry for a number of years and has a strong background in investment advisory services. Zachary is a Series 65 and Series 7TO licensed representative. Zachary is currently employed by Fisher Investments, where they provide portfolio management and financial planning services to high-net-worth individuals, corporations, and other entities. Zachary has experience working with a variety of clients, including corporations, individuals, and charitable organizations. Zachary specializes in portfolio management, financial planning, and investment advisory services.

Firm Information

Zachary McDaniel 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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Zachary McDaniel’s Registration & Firm History

TX

02/15/2024 - Present

Fisher Investments (PLANO TX)

TX

09/08/2023 - 12/13/2023

HILLTOP SECURITIES INC. (DALLAS TX)

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Licenses & Designations

IA

Issued 02/15/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/07/2023

Series 7TO - General Securities Representative Examination

BC

Issued 02/24/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zachary Alexander McDaniel.
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