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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 |
|---|---|---|---|
| WA | RA | APPROVED | 2026-06-08 |
| TX | RA | APPROVED | 2022-01-13 |
Branch Locations
5525 Nw Fisher Creek Drive, Camas, WA 98607 • 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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Richfield | OH | 03/2019 | 12/2021 |
| Heights Canine | Cleveland | OH | 05/2018 | 01/2019 |
| Holly Cleans | Fairlawn | OH | 01/2017 | 03/2018 |
| Chipotle Mexican Grill | Fairlawn | OH | 08/2016 | 04/2018 |
| University Of Akron | Akron | OH | 08/2016 | 11/2018 |
| Fisher Investments | Plano | TX | 01/2022 | Present |
Rental property; No; Medina, OH; Rental property; Landlord/owner; 6/1/2023; 0 hours; owner of a rental property - all tenant communications and property management are done by a third party manager.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-28 |
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