AdFi
DE

David Edward Heyl

Investment Adviser Representative at Fisher Investments

Tampa, FLCRD #7613677Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

David Edward Heyl is an investment adviser representative with Fisher Investments in Tampa, FL, where they have been registered since 2026. They have worked in the securities industry since 2023 and were previously registered with Fidelity Brokerage Services LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida and Texas.

Office

3109 W Dr. Martin Luther King Jr. Blvd Ste 600
Tampa, FL 33607

Advisors at this office: 31

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/13/2026
Series 63
Uniform Securities Agent State Law Examination
Passed 12/5/2022
Series 7
General Securities Representative Examination
Passed 11/23/2022
SIE
Securities Industry Essentials Examination
Passed 11/17/2022

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Fisher InvestmentsCurrent
5/13/2026 – Tampa, FL
Fidelity Brokerage Services LLC
11/23/2022 – 3/17/2026Jacksonville, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Fidelity Investments
    Aug 2022 – Sep 2023Jacksonville, FL
  2. Rivercoast Enterprises
    Nov 2020 – Jan 2021New Orleans, LA
  3. Martin WINE Cellar
    Apr 2018 – Aug 2018New Orleans, LA
  4. Lotsa Stone Fired Pizza
    Jan 2019 – Apr 2019Tallahassee, FL
  5. Florida State University
    Aug 2018 – Apr 2022Tallahassee, FL
  6. Benjamin Franklin HIGH School
    Aug 2014 – May 2018New Orleans, LA
  7. Unemployed
    May 2020 – Aug 2020New Orleans, LA
  8. Unemployed
    May 2022 – Aug 2022Tallahassee, FL
  9. Martin WINE Cellar
    May 2019 – Aug 2019New Orleans, LA
  10. Martin WINE Cellar
    Dec 2019 – Jan 2020New Orleans, LA
  11. Jewish Community Center
    May 2017 – Aug 2017New Orleans, LA
  12. Jewish Community Center
    May 2018 – Aug 2018New Orleans, LA
  13. Martin WINE Cellar
    Dec 2018 – Jan 2019New Orleans, LA
  14. Rivercoast Enterprises
    May 2021 – Aug 2021New Orleans, LA
  15. Rivercoast Enterprises
    Dec 2021 – Dec 2021New Orleans, LA
  16. Fidelity Investments
    Oct 2023 – May 2025Jacksonville, FL
  17. Fidelity Investments
    Jun 2025 – Mar 2026Jacksonville, FL
  18. Fisher Investments
    Apr 2026 – no end date reportedTampa, FL

Official records & sources

Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Fisher Investments

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Performance-based fees

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and Institutions
Firm areas of expertise
Stock Market InvestingPortfolio StrategyTechnical AnalysisCurrency MarketsGDP AnalysisInvestment Commentary

Client types the firm serves

IndividualsHigh Net WorthInvestment CompaniesPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
2,824
Offices listed on AdvisorFinder:
15
Main office:
Plano, TX
SEC file number:
801-29362

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of April 2, 2026

View full firm profile

Other advisors at Fisher Investments

Showing 12 of 2,824 in the directory

View Fisher Investments firm profile

Similar advisors in Tampa, FL

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Edward Heyl has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
David Edward Heyl (Fisher Investments) - Fees & Credentials