Inactive

Andrew Pak

Fisher Investments

CRD 8058202

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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

Authority	Category	Status	Date
TX	RA	APPROVED	2025-04-30

TX RA
APPROVED

Since 2025-04-30

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

Organization	City	State	From	To
Fisher Investments	Plano	TX	03/2025	Present
Hilton	Addison	TX	06/2023	02/2025
Marcus & Millichap	Addison	TX	03/2022	06/2023
American Airlines	Fort Worth	TX	09/2019	03/2022
Mckesson	Irving	TX	06/2019	08/2019
Jetsuite	Dallas	TX	10/2018	02/2019
American Airlines	Fort Worth	TX	01/2016	10/2018
N/A	Farmers Branch	TX	02/2019	06/2019

03/2025 → Present

Fisher Investments

Plano, TX
06/2023 → 02/2025

Hilton

Addison, TX
03/2022 → 06/2023

Marcus & Millichap

Addison, TX
09/2019 → 03/2022

American Airlines

Fort Worth, TX
06/2019 → 08/2019

Mckesson

Irving, TX
10/2018 → 02/2019

Jetsuite

Dallas, TX
01/2016 → 10/2018

American Airlines

Fort Worth, TX
02/2019 → 06/2019

N/A

Farmers Branch, TX

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-04-30

S65 Uniform Investment Adviser Law Examination

2025-04-30

View on SEC IAPD

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