Morgan Stanley
46yrs
Top advisor by experience in San Mateo
2yrs
Sam Lerner
Financial advisor at Fisher Investments
Based in San Mateo, California, Sam Lerner is a fiduciary financial advisor with 2 years of industry experience. Sam has been with Fisher Investments since 2024. Fisher Investments offers financial planning, investment management, and private fund management and is paid through a percentage of assets and performance-based fees.
One of 354 advisors with offices in San Mateo, and one of 321 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office1450 Fashion Island Blvd, San Mateo, CA 94404
How the firm is paid ?Percent of assets, Performance fee
Typical client at the firm ?$1.66 million
Advisors at the firm2,988
States licensed ?1 state
Services through Fisher Investments
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2024 – nowFisher InvestmentsCurrent firm
Questions to ask Sam
Tailored to Sam’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Sam
How do I contact Sam?
Call Fisher Investments at 800-851-8845 and ask for Sam Lerner. Sam works from the San Mateo, CA office.
How long has Sam been a financial advisor?
Sam has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Sam hold?
Series 65. Tap any license on this page to see what it allows.
Is Sam a fiduciary?
Sam is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sam paid?
Fisher Investments reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Sam for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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