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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 | 2025-09-16 |
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 |
|---|---|---|---|---|
| Financial Synergies Wealth Advisors | Houston | TX | 08/2021 | 01/2022 |
| University Of Houston | Houston | TX | 10/2020 | 07/2021 |
| B. Riley Wealth Management | Houston | TX | 06/2020 | 10/2020 |
| Unemployed | Reynosa | 11/2018 | 01/2019 | |
| Kci Wireless (T Mobile) | Pharr | TX | 07/2018 | 11/2018 |
| Extravagant, Inc. (Boost Mobile) | Mcallen | TX | 06/2018 | 07/2018 |
| Unemployed | Reynosa | 10/2017 | 06/2018 | |
| Delia's Tamales | Mission | TX | 09/2017 | 10/2017 |
| Maral Carriers, Llc | Hidalgo | TX | 06/2017 | 07/2017 |
| Full Time Student | Edinburg / Houston | TX | 01/2012 | 01/2017 |
| University Of Houston | Houston | TX | 01/2019 | 06/2020 |
| Unemployed | Reynosa | 07/2017 | 09/2017 | |
| Unemployed | Reynosa | 01/2017 | 06/2017 | |
| Financial Synergies Wealth Advisors | Houston | TX | 01/2022 | 06/2022 |
| Willis Johnson & Associates | Houston | TX | 08/2022 | 04/2023 |
| Manske Wealth Management | Houston | TX | 06/2023 | 05/2025 |
| Fisher Investments | Plano | TX | 09/2025 | Present |
| Unemployed | Houston | TX | 05/2025 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-29 |
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