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Robin Lee Robey

Fisher Investments

Plano, TX

St. Pete Beach, FL

CRD 4744871

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Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-09-24
TX RA APPROVED_RES 2022-02-08
VA RA APPROVED 2007-03-23
  • FL RA
    APPROVED
    Since 2024-09-24
  • TX RA
    APPROVED_RES
    Since 2022-02-08
  • VA RA
    APPROVED
    Since 2007-03-23

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

St. Pete Beach, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fisher Investments Woodside CA 02/2007 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-11-15
S63 Uniform Securities Agent State Law Examination 2004-10-07
  • S65 Uniform Investment Adviser Law Examination
    2004-11-15
  • S63 Uniform Securities Agent State Law Examination
    2004-10-07

View on SEC IAPD

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