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Andrew Bennett Fisher

PATHSETTER FINANCIAL
COPPELL, TX
·CRD# 7467669·5 years experience

Professional Summary

Andrew Bennett Fisher, who also goes by Andrew Fisher, Andy Fisher, is a registered financial advisor currently at PATHSETTER FINANCIAL located in Coppell, Texas. Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Andrew has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Andrew Fisher, Andy Fisher

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

5 years in the financial services industry

Current & Past Employments

PATHSETTER FINANCIAL·CRD# 317577
RIA
Coppell, TX
January 5, 2022 - Present

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Current Firm

PF
PATHSETTER FINANCIAL

FISHER WO ADVISORS LLC | PATHSETTER FINANCIAL

CRD#: 317577
Texas
Registered Investment Advisory firm - Texas (1/5/2022 Approved)

Contact Information

Main Address

Coppell, TX

Phone Number

(214) 444-3461

# of Employees

1

Documents

Latest Form ADV

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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 name of the other business; Fisher WO Advisors, LLC whether the business is investment-related; No the address of the other business; 136 Park Valley Court, Coppell, Texas 75019 the nature of the other business; Supply Chain Consulting your position; Principal the start date of your relationship; 02/2021 the approximate number of hours/month you devote to the other business; 20 per month the number of hours you devote to the other business during securities trading hours; 10 hours per month and briefly describe your duties relating to the other business; Consulting services

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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.
IAR
Texas
(1/5/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 2020About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Andrew Bennett Fisher's CRS (Customer Relationship Summary).

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