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JF

John B. Fisher

FEDERATED INVESTMENT COUNSELING
PITTSBURGH, PA 15222-3779
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CRD#: 707411
JF

Professional summary


John Basil Fisher is a registered financial advisor currently at FEDERATED INVESTMENT COUNSELING located in Pittsburgh, Pennsylvania.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. John has worked at 4 firms and has passed the Series 65, Series 63, Series 3, Series 2, Series 1 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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) - RIA


Click below to view John Basil Fisher's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

August 18, 1993 - Present

FEDERATED INVESTMENT COUNSELING

Office #1: 1001 Liberty Avenue, Pittsburgh, PA 15222-3779
RIA
CRD#: 105325
PITTSBURGH, PA
Past

July 22, 2005 - June 12, 2006

SOUTHPOINTE DISTRIBUTION SERVICES INC.

BD
CRD#: 25320
PITTSBURGH, PA
Past

September 20, 2004 - April 25, 2006

EDGEWOOD SERVICES, INC.

BD
CRD#: 35970
PITTSBURGH, PA
Past

April 23, 1980 - June 12, 2006

FEDERATED SECURITIES CORP.

BD
CRD#: 5009
PITTSBURGH, PA

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".
FI
FEDERATED INVESTMENT COUNSELING
FEDERATED HERMES CW HENDERSON DIVISION | FEDERATED INVESTMENT COUNSELING (INCLUDING ITS FEDERATED HERMES CW HENDERSON DIVISION) | FEDERATED INVESTMENT COUNSELING | FEDERATED HERMES CW HENDERSON, A DIVISION OF FEDERATED INVESTMENT COUNSELING

CRD#: 105325 / SEC#: 801-34611

RIA
Registered Investment Advisory firm - (6/12/1989 Approved)

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(9/6/2001)
IAR
Texas
(8/18/1993)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/14/1993
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 3
Date: 11/19/2012
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 2
Date: 6/11/1993
Non-Member General Securities Examination
General Industry/Product Exam
RR
Series 1
Date: 4/14/1980
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


FI
FEDERATED INVESTMENT COUNSELING
FEDERATED HERMES CW HENDERSON DIVISION | FEDERATED INVESTMENT COUNSELING (INCLUDING ITS FEDERATED HERMES CW HENDERSON DIVISION) | FEDERATED INVESTMENT COUNSELING | FEDERATED HERMES CW HENDERSON, A DIVISION OF FEDERATED INVESTMENT COUNSELING

CRD#: 105325 / SEC#: 801-34611

RIA
Registered Investment Advisory firm - (6/12/1989 Approved)
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Contact information


Main Address
1001 Liberty Avenue, Pittsburgh, PA 15222-3779
Mailing Address
Phone number
(412) 288-1900
Established
Firm type
Fiscal year end
# of Employees
213

SEC notice filing (53 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIC SUMMARY OF CHANGES (3/14/2025)

Regulatory assets under management


Total Number of Accounts8,579
AUM (Assets Under Management)$ 199,641,239,415

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
12/23/2024
Cover Page
10/11/2023
07/29/2022

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


FEDERATED INVESTMENT COUNSELING

CRD#: 105325Pittsburgh, PA 15222-3779

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