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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-17 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Zona Franca America, Edifício E21, Sexto Piso, Heredia 40103 • Costa Rica
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Heredia | 12/2024 | Present | |
| Amazon | San Jose | 03/2019 | 11/2024 | |
| Van-Ru | San Jose | 03/2018 | 12/2018 | |
| Sykes | San Jose | 03/2016 | 12/2017 | |
| Universidad Internacional De Las Americas | San Jose | 05/2015 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-16 |
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