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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 |
|---|---|---|---|
| OK | RA | APPROVED | 2026-03-09 |
| TX | RA | APPROVED | 2020-03-16 |
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 |
|---|---|---|---|---|
| Fisher Investments | Plano | TX | 11/2019 | Present |
| R2Logistics | Dallas | TX | 03/2017 | 11/2019 |
| Bj'S Restaurants | Southlake | TX | 08/2016 | 03/2017 |
the name of the other business;MAB Clarendon LLC whether the business is investment-related ;No the address of the other business;324 Sugar Creek Ln, Saginaw, TX 76131 the nature of the other business;Rental property your position;Owner title, or relationship with the other business;Owner the start date of your relationship;08/01/2025 the approximate number of hours/month you devote to the other business;0 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; Rental property that would be managed by a third party property manager. I own the house that would be rented
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-16 |
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