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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 | 2024-12-06 |
| TX | RA | APPROVED | 2024-12-03 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
3109 W Dr. Martin Luther King Blvd Suite 600, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Tampa | FL | 07/2024 | Present |
| Tampa Sports Authority | Tampa | FL | 05/2023 | 05/2024 |
| The University Of Tampa | Tampa | FL | 02/2022 | 05/2023 |
| Usa District 2 League | Cranford | NJ | 04/2018 | 08/2022 |
| Tampa Bay Rays | Saint Petersburg | FL | 09/2021 | 02/2022 |
| Cranford Schools | Cranford | NJ | 09/2008 | 06/2021 |
| The University Of Tampa | Tampa | FL | 08/2021 | 05/2024 |
| Pastosa Ravioli | Cranford | NJ | 07/2016 | 03/2020 |
| Strength And Fitness Club | Cranford | NJ | 09/2019 | 03/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-03 |
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