DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Andrew Munson Fisher
Chartered Financial Analyst
Feed of 09/14/2026
Also filed as Andrew M Fisher
At current firm
5 y
since Nov 9, 2020
In the industry
28 y
since Dec 17, 1997 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Cerity Partners LLC independent RIA currentsince Nov 9, 2020 · New York, Ny
- Worldview Wealth Advisors formerJan 3, 2006 to Nov 10, 2020 · San Francisco, Ca
- Chinook Capital Management LLC formerOct 21, 2002 to Nov 10, 2005 · Portland, Or
Moves
a registration end followed by a registration begin elsewhere
- Worldview Wealth Advisors to Cerity Partners LLCleft Nov 10, 2020, registered Nov 9, 2020 (-1 days) · RIA to RIA · moved with a team
- Chinook Capital Management LLC to Worldview Wealth Advisorsleft Nov 10, 2005, registered Jan 3, 2006 (54 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address