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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 | 2023-07-17 |
| OR | RA | APPROVED | 2023-04-17 |
| WA | RA | APPROVED | 2021-11-15 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
5525 Nw Fisher Creek Drive, Camas, WA 98607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Camas | WA | 08/2019 | Present |
| Metropolitan Transportation Authority | College Point | NY | 01/2018 | 05/2019 |
| Flagship One, Inc | East Rockaway | NY | 08/2017 | 01/2018 |
| Student | Jamaica | NY | 05/2015 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-15 |
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