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Christian Powe

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CRD#: 6667414
CP

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Christian Powe, who also goes by Christian B Powe, Cp Powe, Chris Powe, Christian Brian Powe, Christian Powe, was a registered financial professional .

Christian is a previously registered financial professional and started their career in finance in 2018. Christian had worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Christian B Powe | Cp Powe | Chris Powe | Christian Brian Powe | Christian Powe

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

February 16, 2022 - September 11, 2023

FISHER INVESTMENTS

RIA
CRD#: 107342
TAMPA, FL
Past

September 10, 2020 - January 10, 2022

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
BRIDGEWATER, NJ
Past

August 24, 2020 - December 16, 2021

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
BRIDGEWATER, NJ
Past

October 19, 2018 - July 6, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
PRINCETON, NJ
Past

September 6, 2018 - July 6, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
PRINCETON, NJ
Past

February 12, 2018 - September 4, 2018

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
ELKRIDGE, MD

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FISHER INVESTMENTS
FISHER INVESTMENTS
FISHER ASSET MANAGEMENT, LLC | FISHER INVESTMENTS,INC. | FISHER INVESTMENTS

CRD#: 107342 / SEC#: 801-29362

RIA
Registered Investment Advisory firm - (3/26/1987 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/18/2018
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/17/2018
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/9/2018
Investment Company Products/Variable Contracts Representative Examination

Current Firm

FISHER INVESTMENTS
FISHER INVESTMENTS
FISHER ASSET MANAGEMENT, LLC | FISHER INVESTMENTS,INC. | FISHER INVESTMENTS

CRD#: 107342 / SEC#: 801-29362

RIA
Registered Investment Advisory firm - (3/26/1987 Approved)
PREMIUM
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Contact information

Main Address
6500 International Pkwy Ste 2050, Plano, TX 75093-8222
Mailing Address
Phone number
(800) 851-8845
Established
Firm type
Fiscal year end
# of Employees
4,369

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

INSTITUTIONAL (2/11/2026)
CANADA PRIVATE CLIENT (2/11/2026)
UNITED KINGDOM PRIVATE CLIENT (2/11/2026)
PRIVATE CLIENT (2/11/2026)

Regulatory assets under management

Total Number of Accounts422,516
AUM (Assets Under Management)$ 386,669,724,038

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FISHER INVESTMENTS

FISHER INVESTMENTS

CRD#: 107342

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