Inactive

Vincent White

Fisher Investments

CRD 8066427

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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
FL	RA	APPROVED	2025-04-02
TX	RA	APPROVED	2025-03-27

FL RA
APPROVED

Since 2025-04-02
TX RA
APPROVED

Since 2025-03-27

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

3109 W Dr Martin Luther King Dr Suite 600, Tampa, FL 33607 • 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	Tampa	FL	02/2025	Present
Cognex Corporation	Natick	MA	05/2021	02/2025
Automation Distribution Inc	Hatfield	PA	11/2018	05/2021
Rowan University	Glassboro	NJ	09/2013	05/2018
Concept Group Llc	West Berlin	NJ	05/2017	11/2018

02/2025 → Present

Fisher Investments

Tampa, FL
05/2021 → 02/2025

Cognex Corporation

Natick, MA
11/2018 → 05/2021

Automation Distribution Inc

Hatfield, PA
09/2013 → 05/2018

Rowan University

Glassboro, NJ
05/2017 → 11/2018

Concept Group Llc

West Berlin, NJ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-07-25

S65 Uniform Investment Adviser Law Examination

2024-07-25

View on SEC IAPD

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