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Harrison M Bosch

Fisher Investments

Tampa, FL

Plano, TX

CRD 7125639

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Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-27
TX RA APPROVED 2022-09-27
  • FL RA
    APPROVED
    Since 2026-01-27
  • TX RA
    APPROVED
    Since 2022-09-27

Branch Locations

3109 W Dr. Martin Luther King Blvd Suite 600, Tampa, FL 33607 • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fisher Investments Plano TX 06/2020 Present
Darden Company Grand Forks ND 06/2018 06/2020
University Of North Dakota Grand Forks ND 06/2016 06/2020
  • 06/2020 → Present
    Fisher Investments
    Plano, TX
  • 06/2018 → 06/2020
    Darden Company
    Grand Forks, ND
  • 06/2016 → 06/2020
    University Of North Dakota
    Grand Forks, ND
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-26
  • S65 Uniform Investment Adviser Law Examination
    2022-09-26

View on SEC IAPD

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