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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 | 2024-12-20 |
| TX | RA | APPROVED | 2024-12-17 |
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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Tampa | FL | 08/2024 | Present |
| Bipoint Inc | Peabody | MA | 06/2023 | 08/2023 |
| Vivazen | Tampa | FL | 10/2022 | 05/2023 |
| Sterling Golf Management | Stoneham Ma | MA | 05/2022 | 08/2022 |
| Yardarm Resturant | Orleans | MA | 05/2022 | 08/2022 |
| The Commodore Inn | Harwich | MA | 06/2021 | 08/2021 |
| Mahoney's Garden Center | Winchester | MA | 03/2020 | 07/2020 |
| Fresh Touch Dry Cleaners | Winchester | MA | 03/2019 | 07/2019 |
| Winchester Public Schools | Winchester | MA | 12/2021 | 01/2022 |
| Market Basket | Woburn | MA | 03/2017 | 08/2017 |
| Winchester High School | Winchester | MA | 09/2016 | 05/2020 |
| The University Of Tampa | Tampa | FL | 08/2020 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-17 |
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