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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 | 2026-05-20 |
| TX | RA | APPROVED | 2026-05-14 |
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 |
|---|---|---|---|---|
| Henry Gordon Insurance Agency | Summerville | SC | 10/2024 | 05/2025 |
| State Farm Vp Management Corp | Summerville | SC | 05/2024 | 06/2025 |
| Clemson Universty | Clemson | SC | 08/2020 | 05/2024 |
| Chick-Fil-A | Mount Pleasant | SC | 07/2017 | 08/2019 |
| Palmetto Christian Academy | Mount Pleasant | SC | 01/2014 | 07/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Saint Simons Island | GA | 07/2025 | 04/2026 |
| Southern Resort Group | Seneca | SC | 08/2023 | 05/2024 |
| Harris Teeter | Mount Pleasant | SC | 07/2018 | 10/2018 |
| Anderson University | Anderson | SC | 08/2019 | 05/2020 |
| Bank Of America, N.A. | Saint Simons Island | GA | 10/2025 | 04/2026 |
| Fisher Investments | Tampa | FL | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-17 |
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