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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2025-05-29 |
| TX | RA | APPROVED_RES | 2025-05-20 |
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 |
|---|---|---|---|---|
| Nationwide Investment Services Corporation | Columbus | OH | 05/2016 | 12/2016 |
| Meeder Investment Management, Inc. | Dublin | OH | 01/2017 | 05/2022 |
| Cetera Advisor Networks Llc | El Segundo | CA | 05/2022 | 04/2025 |
| Cetera Advisors Llc | Greenwood Village | CO | 05/2022 | 04/2025 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 05/2022 | 04/2025 |
| Cetera Investment Services Llc | St Cloud | MN | 05/2022 | 04/2025 |
| First Allied Securities, Inc. | San Diego | CA | 05/2022 | 09/2022 |
| Gardiners House Rentals Llc | Columbis | OH | 05/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 04/2025 |
| Fisher Investments | Plano | TX | 05/2025 | Present |
1. NAME OF OTHER BUSINESS: GARDINERS HOUSE RENTALS LLC INVESTMENT RELATED: NO ADDRESS: COLUMBUS OH 43214 NATURE OF BUSINESS: AIRBNB HOST START DATE: 05/2021 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 2 BRIEF DESCRIPTION OF DUTIES: OWNER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-21 |
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