Andrew B. Fisher

PATHSETTER FINANCIAL

Coppell, TX

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CRD#: 7467669

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andrew Fisher | Andy Fisher

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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Bennett Fisher's 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

January 5, 2022 - Present

PATHSETTER FINANCIAL

RIA

CRD#: 317577

Coppell, TX

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

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

State Security Law Exam

IAR

Series 65

Date: 12/12/2020

Uniform Investment Adviser Law Examination

Current Firm

PATHSETTER FINANCIAL

FISHER WO ADVISORS LLC | PATHSETTER FINANCIAL

CRD#: 317577 / SEC#:

Texas

Registered Investment Advisory firm - (1/5/2022 Approved)

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Contact information

Main Address

Coppell, TX

Mailing Address

Phone number

(214) 444-3461

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Andrew B. Fisher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

PATHSETTER FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 12/12/2020

Current Firm

PATHSETTER FINANCIAL

Contact information

Documents

Red Flags

Company Information

PATHSETTER FINANCIAL

TRUST BUT VERIFY

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