Nathan Fisher has been Chief Executive Officer, Chief Compliance Officer of Fisher Retirement Solutions since April 2024, is a control person of the firm and directly owns under 5% of it. Nathan Fisher studied University of California at Davis. Nathan Fisher studied University of California at Los Angeles.
Fisher Retirement Solutions LLC is a Carrollton, TX firm with $6.85B under management, 1,848 clients and 4 advisers across 2 offices, as of its October 2026 filing.
Nathan Fisher is CEO & Founder of Fisher\SMB. In 2014 he founded the 401(k) Solutions Group at Fisher Investments, which in 2024 became Fisher Retirement Solutions, LLC, now operating as Fisher\SMB. He has worked in financial services for two decades.
Nathan Fisher’s longest registration was 17 years at Fisher Investments (2007–2024). Before joining Fisher Retirement Solutions in 2024, Nathan Fisher was registered through Fisher Investments.
- Fisher Investments– · 17 yearsSan Mateo, CA · Adviser representative · Firm CRD 107342
Investment adviser representative registrations
Nathan Fisher is registered as an investment adviser representative in Texas, since July 2024.
- TexasSince 11 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 March 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Nathan Carlyle Fisher
- CRD
- 5308530
- Firm
- Fisher Retirement Solutions · CRD 331205
- Role
- Chief Executive Officer, Chief Compliance Officer
- Office
- 4100 INTERNATIONAL PARKWAY, SUITE 2000, Carrollton, TX 75007
- Registration
- Investment adviser registration
- In the industry since
- March 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fishersmb.com
Where does Nathan Fisher work?
Nathan Fisher has been Chief Executive Officer, Chief Compliance Officer of Fisher Retirement Solutions LLC since April 2024, and is a control person of the firm.
Is Nathan Fisher a financial advisor?
Yes. Nathan Fisher has a current investment-adviser registration in Texas, through Fisher Retirement Solutions since July 2024.
How many years of experience does Nathan Fisher have?
Nathan Fisher has 19 years in the financial industry, since March 2007, across 2 adviser firms.
What exams has Nathan Fisher passed?
Nathan Fisher passed the Series 65 in March 2007.
Where did Nathan Fisher work before Fisher Retirement Solutions?
Before Fisher Retirement Solutions, Nathan Fisher was registered through Fisher Investments, March 2007 to July 2024.
Where is Nathan Fisher based?
Nathan Fisher’s registered office is in Carrollton, TX.
Is Nathan Fisher registered with FINRA?
No. Nathan Fisher has no current broker registration.
How can I verify Nathan Fisher’s record?
Search CRD 5308530 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nathan Fisher’s full registration record.