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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 | 2025-06-30 |
| TX | RA | APPROVED | 2025-06-24 |
Branch Locations
3109 W Martin L King Jr. Blvd Suite 300, 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 | 04/2025 | Present |
| Fisher Investments | Tampa | FL | 03/2021 | 04/2025 |
| Centerstate Bank | Pensacola | FL | 03/2020 | 03/2021 |
| Portofino Island Resort | Pensacola | FL | 05/2019 | 03/2020 |
| Brown Dog Eatery | Carrollton | GA | 11/2016 | 05/2019 |
| Dockside Marina Restuarant | Villa Rica | GA | 03/2016 | 11/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-24 |
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