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William Zajicek

Fisher Investments

Plano, TX

CRD 8007338

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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
TX RA APPROVED 2025-10-20
WA RA APPROVED 2025-10-20
  • TX RA
    APPROVED
    Since 2025-10-20
  • WA RA
    APPROVED
    Since 2025-10-20

Branch Locations

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 Camas WA 08/2024 Present
Spearhead Mobility Vancouver WA 11/2020 12/2022
Unemployed Vancouver WA 12/2022 08/2024
Parks And Rec Ridgecrest CA 05/2014 11/2020
  • 08/2024 → Present
    Fisher Investments
    Camas, WA
  • 11/2020 → 12/2022
    Spearhead Mobility
    Vancouver, WA
  • 12/2022 → 08/2024
    Unemployed
    Vancouver, WA
  • 05/2014 → 11/2020
    Parks And Rec
    Ridgecrest, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-20
  • S65 Uniform Investment Adviser Law Examination
    2025-10-20

View on SEC IAPD

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