Unclaimed Profile

Steven Robert Triplett

FISHER ASSET MANAGEMENT, LLC·CAMAS, Washington

Series 7, Series 24, Series 27, Series 53, Series 63, Series 66Clean record20 years registeredFISHER ASSET MANAGEMENT, LLC

5525 NW FISHER CREEK DRIVE, CAMAS, WA 98607-9911CRD# 4044811Firm CRD# 107342

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Steven Robert Triplett · CAMAS, WA

Registration

CRD #4044811 · FISHER ASSET MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FISHER ASSET MANAGEMENT, LLC

FISHER INVESTMENTS

Apr 2006 – Jul 2021

CAMAS, WA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 27

Series 53

Series 63

Series 66

Registration record

First registered · April 5, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FISHER ASSET MANAGEMENT, LLC

CRD 107342 · SEC 801-29362

AUM

$276.9B

Regulatory assets under management

Employees

3,525

161,361 client accounts

Services offered by FISHER ASSET MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at FISHER ASSET MANAGEMENT, LLC →

Introduction

Speak with Steven

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Steven is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CAMAS?

Browse all registered financial advisors in CAMAS, Washington or claim this profile if it's yours.

Browse CAMAS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Steven Robert Triplett offer?

Steven Robert Triplett specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Steven Robert Triplett's credentials?

Steven Robert Triplett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Robert Triplett located?

Steven Robert Triplett is based in CAMAS, Washington, last registered with FISHER ASSET MANAGEMENT, LLC.

How does Steven Robert Triplett charge for services?

Steven Robert Triplett's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FISHER ASSET MANAGEMENT, LLC?

FISHER ASSET MANAGEMENT, LLC has approximately 3525 employees and manages $276.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →