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Fisher Investments CRD 107342
$387B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-08-28 |
| TX | RA | APPROVED_RES | 2022-12-14 |
| FL | RA | APPROVED | 2020-10-12 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investtellect, Llc | Portland | OR | 02/2016 | 12/2019 |
| Investivist, Llc | Vancouver | WA | 06/2016 | 12/2019 |
| Fisher Investments | Camas | WA | 12/2019 | Present |
Name of business: Investtellect, LLC: Investment Related? No Nature of business: Consulting. Software Reseller Position: Owner Title: Owner Start date: 01/2016 Hours per week: 3 hours outside of securities trading hours Name of business: P. We Holdings, LLC Investment Related? No Nature of business: Commercial Real Estate Position: Co-Owner Title: Co-Owner Start date: 01/2019 Hours per week: 3 hours outside of securities trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-06-15 |
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