Samuel Fisher
Advisor at Fidelity
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Fidelity
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Sam Fisher is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop tailored financial strategies using Fidelity's tools and resources. He has been with Fidelity since 2021, initially serving as an Investment Consultant before assuming his current role in 2023.
Sam's professional experience includes positions at Morgan Stanley Private Bank and Morgan Stanley as an AVP Mortgage Consultant and Financial Advisor, respectively, as well as various roles at USAA and Wells Fargo dating back to 2012. His background encompasses investment consulting, mortgage services, financial advising, and banking.
Outside of his professional life, Sam has interests in beach activities, fitness, football, golf, movies, and traveling.
Fidelity Investments
2025 - Present (1 year)
FIDELITY INVESTMENTS
2021 - Present (5 years)
Morgan Stanley Private Bank, N.A
2020 - 2021 (1 year)
Morgan Stanley
2019 - 2021 (2 years)
Usaa Investment Management Company
2018 - 2019 (1 year)
USAA Financial Planning Services Inc
2015 - 2019 (4 years)
USAA Financial Advisors, Inc.
2015 - 2019 (4 years)
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