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Sapida Abbasi

Fisher Investments

Plano, TX

CRD 8031418

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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 2025-03-26
  • TX RA
    APPROVED
    Since 2025-03-26

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 Plano TX 10/2024 Present
Graff Foot Ankle And Wound Care Plano TX 05/2024 10/2024
European Wax Center Frisco TX 10/2023 10/2024
Texas Wesleyan University Fort Worth TX 08/2022 12/2023
Texas Wesleyan University Fort Worth TX 08/2020 12/2023
Unitedhealth Group Fort Worth TX 05/2022 08/2022
Medical City Mckinney Mckinney TX 06/2022 07/2023
Liberty Mutual Plano TX 06/2019 08/2019
Cinemark Plano TX 12/2017 06/2021
Subway Plano TX 06/2017 12/2017
Nordstrom Frisco TX 11/2020 05/2021
Texas Wesleyan University Fort Worth TX 09/2020 05/2022
Plano Senior High School Plano TX 08/2016 05/2020
  • 10/2024 → Present
    Fisher Investments
    Plano, TX
  • 05/2024 → 10/2024
    Graff Foot Ankle And Wound Care
    Plano, TX
  • 10/2023 → 10/2024
    European Wax Center
    Frisco, TX
  • 08/2022 → 12/2023
    Texas Wesleyan University
    Fort Worth, TX
  • 08/2020 → 12/2023
    Texas Wesleyan University
    Fort Worth, TX
  • 05/2022 → 08/2022
    Unitedhealth Group
    Fort Worth, TX
  • 06/2022 → 07/2023
    Medical City Mckinney
    Mckinney, TX
  • 06/2019 → 08/2019
    Liberty Mutual
    Plano, TX
  • 12/2017 → 06/2021
    Cinemark
    Plano, TX
  • 06/2017 → 12/2017
    Subway
    Plano, TX
  • 11/2020 → 05/2021
    Nordstrom
    Frisco, TX
  • 09/2020 → 05/2022
    Texas Wesleyan University
    Fort Worth, TX
  • 08/2016 → 05/2020
    Plano Senior High School
    Plano, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-26
  • S65 Uniform Investment Adviser Law Examination
    2025-03-26

View on SEC IAPD

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