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Justin Thomas Schreiber

Fisher Investments

Plano, TX

CRD 5939412

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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 2021-11-17
  • TX RA
    APPROVED
    Since 2021-11-17

Branch Locations

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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fisher Investments Woodside CA 03/2010 Present
Other Businesses

the name of the other business;Integrity Land & Property Solutions whether the business is investment-related; No the address of the other business;Prosper, TX 75078 the nature of the other business; Real Estate your position; Owner title, or relationship with the other business; Owner the start date of your relationship; 08/07/2023 the approximate number of hours/month you devote to the other business; 15 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business;Real Estate Investing, my duties would include prospecting for projects, negotiations with owners, and funding projects.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-11-16
  • S65 Uniform Investment Adviser Law Examination
    2016-11-16

View on SEC IAPD

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