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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-19 |
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
3109 W Dr. Martin Luther King Blvd Ste 600, Tampa, FL 33607 • United States
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 |
|---|---|---|---|---|
| Goldman Sachs | Salt Lake City | UT | 04/2022 | 03/2024 |
| Goldman Sachs | Salt Lake City | UT | 07/2020 | 04/2022 |
| Brigham Young University - Idaho | Rexburg | ID | 01/2017 | 07/2020 |
| Language Line Solutions | Monterey | CA | 09/2019 | 03/2020 |
| Walmart | Rexburg | ID | 08/2017 | 07/2018 |
| N/A | Kharkiv | 10/2016 | 01/2017 | |
| The Church Of Jesus Christ Of Latter Day Saints | L'vIv | 10/2014 | 10/2016 | |
| Salt Lake Tennis & Health Club | Salt Lake City | UT | 03/2023 | 03/2024 |
| Fisher Investments | Tampa | FL | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-31 |
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