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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-29 |
| TX | RA | APPROVED | 2026-01-06 |
Branch Locations
3109 W Dr Martin Luther King Jr Blvd Suite 600, Tampa, FL 33607 • United States
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 |
|---|---|---|---|---|
| Fisher Investments | Tampa | FL | 08/2025 | Present |
| Strategic Wealth Specialists | Tallahassee | FL | 02/2025 | 05/2025 |
| Copytalk Business Services | Tallahassee | FL | 09/2024 | 12/2024 |
| Legends Hospitality | Tallahassee | FL | 03/2022 | 07/2025 |
| Florida State University | Tallahassee | FL | 08/2021 | 05/2025 |
| Walmart | Hialeah Gardens | FL | 06/2021 | 08/2021 |
| Cinemark | Sunrise | FL | 03/2021 | 06/2021 |
| Dunkin | Miramar | FL | 12/2021 | 03/2022 |
| Walmart | Hialeah | FL | 04/2020 | 11/2020 |
| Barbara Goleman Senior High School | Miami Lakes | FL | 08/2017 | 05/2021 |
| Bob Graham Education Center | Miami Lakes | FL | 08/2010 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-06 |
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