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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-10 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Zona Franca América, Edifício E21, Sexto Piso San Francisco, Heredia 40103 • Costa Rica
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | San Mateo | CA | 07/2024 | Present |
| Tactik Global Marketing | San Jose | 04/2023 | 07/2024 | |
| Backcountry.cOm | San Jose | 05/2022 | 02/2023 | |
| Acuity Knowledge Partners | Heredia | 10/2021 | 05/2022 | |
| Tilopay.cOm | San Jose | 07/2020 | 04/2021 | |
| Good Food S.A. | San Jose | 01/2019 | 07/2019 | |
| Garnier Bbdo | San Jose | 07/2018 | 11/2018 | |
| Powder House Ski And Snowboard | South Lake Tahoe | CA | 12/2017 | 03/2018 |
| Studying | San Jose | 08/2015 | 12/2017 | |
| Studying | San Jose | 03/2018 | 07/2018 | |
| Studying | San Jose | 11/2018 | 01/2019 | |
| Studying | Studying | 07/2019 | 07/2020 | |
| Studying And Travelling | San Jose | 04/2021 | 10/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-10 |
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