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William Joseph Glaser

Fisher Investments

Plano, TX

Woodside, CA

CRD 5872268

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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
TX RA APPROVED_RES 2021-12-06
CA RA APPROVED 2011-01-11
  • TX RA
    APPROVED_RES
    Since 2021-12-06
  • CA RA
    APPROVED
    Since 2011-01-11

Branch Locations

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

13100 Skyline Blvd, Woodside, CA 94062 • 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 05/1999 Present
Other Businesses

B&GHills, LLC; Yes; Hillsborough, CA; Real Asset Holding Company; Owner; 08/2023; 0; 0; Established a LLC to take ownership of our primary residence

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-01-10
  • S65 Uniform Investment Adviser Law Examination
    2011-01-10
Other Names
  • Bill Glaser

View on SEC IAPD

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