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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 | 2025-04-10 |
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 |
|---|---|---|---|---|
| Fisher Investments | Plano | TX | 02/2025 | Present |
| Cutler Capital Llc Dba Patriot Pipeline | Mckinney | TX | 04/2023 | 12/2024 |
| Freedom International Brokers | Toronto | 01/2006 | 06/2022 | |
| Unemployed | Allen | TX | 07/2022 | 03/2023 |
the name of the other business; Cutler Capital LLC. whether the business is investment-related; Not investment related the address of the other business; 979 Rockport Lane, Allen TX 75013 the nature of the other business; installing underground water, sewer, and storm drain systems. your position; Franchisee Owner title, or relationship with the other business; Franchisee Owner the start date of your relationship; 04/01/2023 the approximate number of hours/month you devote to the other business; 8 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Franchisee owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-09 |
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