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Fisher Investments

CRD 8015709

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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

Authority	Category	Status	Date
TX	RA	APPROVED	2025-01-13

TX RA
APPROVED

Since 2025-01-13

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

Organization	City	State	From	To
Fisher Investments	Plano	TX	09/2022	Present
Quest Trust Company	Dallas	TX	07/2019	09/2022
Texans Credit Union	Richardson	TX	04/2018	02/2019
Unemployed	N/A	XX	03/2019	06/2019
Catherines Clothing	Portsmouth	VA	01/2017	07/2017
Unemployed	N/A	XX	08/2017	03/2018
Unemployed	N/A	XX	06/2016	12/2016

09/2022 → Present

Fisher Investments

Plano, TX
07/2019 → 09/2022

Quest Trust Company

Dallas, TX
04/2018 → 02/2019

Texans Credit Union

Richardson, TX
03/2019 → 06/2019

Unemployed

N/A, XX
01/2017 → 07/2017

Catherines Clothing

Portsmouth, VA
08/2017 → 03/2018

Unemployed

N/A, XX
06/2016 → 12/2016

Unemployed

N/A, XX

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-01-13

S65 Uniform Investment Adviser Law Examination

2025-01-13

View on SEC IAPD

More in Plano, TX

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