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Joshua William Smithberger

Financial Professional at Fisher Investments

Tampa, FLCRD #6068968
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
Exams Passed
4

Professional summary

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

Joshua William Smithberger is a financial professional associated with Fisher Investments in Tampa, FL, where they have been associated since 2025. They have worked in the securities industry since 2022 and have been registered with 3 firms, including Wells Fargo Advisors, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative).

Office

3109 W Martin L King Jr Blvd, Ste 600
Tampa, FL 33607

Advisors at this office: 68

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

Registrations & licenses

Registration type
Registration type not available
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/11/2025
Series 66
Uniform Combined State Law Examination
Passed 8/16/2012
SIE
Securities Industry Essentials Examination
Passed 5/20/2016
Series 7
General Securities Representative Examination
Passed 7/18/2012

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Fisher InvestmentsCurrent
11/12/2025 – Tampa, FL
Wells Fargo Advisors, LLC
12/3/2014 – 5/20/2016Panama City, FL
Merrill Lynch, Pierce, Fenner & Smith Incorporated
8/20/2012 – 12/4/2014Panama City, FL

Official records & sources

Data as of June 28, 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

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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. Joshua William Smithberger 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.

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Joshua William Smithberger (Fisher Investments)