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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-05 |
| FL | RA | APPROVED | 2022-01-24 |
Branch Locations
Jacksonville, FL • United States
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 06/2011 | 06/2021 |
| Bank Of America, N.A. | Jacksonville | FL | 07/2011 | 06/2021 |
| Equitable Advisors Llc | New York | NY | 06/2021 | 12/2021 |
| Fisher Investments | Jacksonville | FL | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-03 |
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