DFX Intelligence

Data Factory

RIA / WealthAdvisor25 years in industry

ROBERT MONTGOMERY STEED

Advisor at FISHER INVESTMENTS

CAMAS, WA | PLANO, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e76393ed-d4dd-b75c-54fc-c0cd0c1a74b0

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Dec 6, 2004 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FISHER INVESTMENTS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 22, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 18derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Exams: S65|S63
First exam: Dec 22, 2000
First registration: Dec 6, 2004
Dual registered: no
IAPD individual key: 3124862

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FISHER INVESTMENTS	Independent wealth	Nov 27, 2007	n/a	yes	CAMAS, WA\|PLANO, TX	Current employment
ARNERICH MASSENA, INC.	Former SEC adviser	Nov 15, 2006	Nov 27, 2007	no	PORTLAND, OR	Previous registration
HYBRIDTRADING, LLC	n/a	May 30, 2006	Sep 22, 2006	no	PORTLAND, OR	Previous registration
AMERITRADE ADVISORY SERVICES LLC	n/a	May 19, 2005	Dec 14, 2005	no	PORTLAND, OR	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Dec 6, 2004	Feb 24, 2006	no	PORTLAND, OR	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ARNERICH MASSENA, INC.	FISHER INVESTMENTS	Nov 27, 2007	Nov 27, 2007	0	Firm change	Other
HYBRIDTRADING, LLC	ARNERICH MASSENA, INC.	Sep 22, 2006	Nov 15, 2006	54	Firm change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	AMERITRADE ADVISORY SERVICES LLC	Feb 24, 2006	May 19, 2005	-281	Firm change after gap	Other
AMERITRADE ADVISORY SERVICES LLC	HYBRIDTRADING, LLC	Dec 14, 2005	May 30, 2006	167	Firm change	Other

Relationships

Registered with (5)

→ FISHER INVESTMENTSRegistered adviserregistration: current employment
Nov 27, 2007 to presentfactForm ADV
→ ARNERICH MASSENA, INC.Registered adviserregistration: previous registration
Nov 15, 2006 to Nov 27, 2007factForm ADV
→ HYBRIDTRADING, LLCRegistered adviserregistration: previous registration
May 30, 2006 to Sep 22, 2006factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Dec 6, 2004 to Feb 24, 2006factForm ADV
→ AMERITRADE ADVISORY SERVICES LLCRegistered adviserregistration: previous registration
May 19, 2005 to Dec 14, 2005factForm ADV

Dated events

No dated event names this entity yet.