Samuel Gotlieb
Financial advisor at Fisher Asset Management, LLC · Plano, TX
Last updated 2026-10-10
Claim your profileSamuel Gotlieb is a financial advisor at Fisher Asset Management, LLC in Plano, TX, CRD 7780285. Licenses and exams on the registration: Series 65. First registered 2023-09-01.
Registration
- CRD number
- 7780285
- Registration status
- Active
- First registered
- 2023-09-01
- Years of experience
- 13
- States registered
- TX
Licenses and exams
- Series 65
Work history
- 2021-07 to Present · Fisher Investments · Plano, TX
- 2013-06 to 2021-06 · School · Cypress, TX
Current employment
- Fisher Investments · Plano, TX
Fisher Asset Management, LLC
- Regulatory AUM
- $386,669,724,038
- Registered advisors
- 2,984
- Offices
- 374
- Clients per advisor
- 67.0 (Moderate)
- Average AUM per client
- $1.9M (Low)
- High-net-worth client ratio
- 62.9% (High)
Fisher Asset Management, LLC: advisors, services and reported ETF investments
Reported ETF positions
Fisher Asset Management reports 230 ETF positions worth $34.8B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IEF — iShares 7-10 Year Treasury Bond ETF | $15.2B |
| VCIT — Vanguard Intermediate-Term Corporate Bond ETF | $7.9B |
| MUB — iShares National Muni Bond ETF | $1.4B |
| VOO — Vanguard S&P 500 ETF | $1.1B |
| QQQ — Invesco QQQ Trust, Series 1 | $931M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Fisher Asset Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $798.4K | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $508.3K | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | FNDX — Schwab Fundamental U.S. Large Company ETF | $464.6K | Top 99.5% | Residual alpha +2.49% · Residual Sharpe 0.14 |
| Diversification Benefits | DXJ — WisdomTree Japan Hedged Equity Fund | $641.8K | Top 98.5% | Replicability (R²) 51.4% · Residual Sharpe 0.36 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Fisher Asset Management, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Investment Companies
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Performance-Based Fees
Business and affiliations
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
6500 International Pkwy, Plano, TX 75093-8222
2,905 advisors at this office.
Contact
The firm's filed contact details.
Official record
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