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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-21 |
Branch Locations
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 |
|---|---|---|---|---|
| Regents School Of Austin | Austin | TX | 08/2010 | 05/2020 |
| University Of Alabama | Tuscaloosa | AL | 08/2020 | 05/2022 |
| Camp Ozark | Mt. Ida | AR | 05/2021 | 07/2021 |
| Southern Methodist University | Dallas | TX | 08/2022 | 08/2024 |
| Restore Hyper Wellness | Austin | TX | 06/2022 | 08/2022 |
| Fisher Investments | Plano | TX | 06/2023 | 08/2023 |
| Fisher Investments | Plano | TX | 10/2024 | Present |
| Southern Methodist University Football Team | Dallas | TX | 01/2024 | 06/2024 |
| Nbc Sports | Stamford | CT | 06/2024 | 07/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-21 |
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