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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 | 2025-08-11 |
| TX | RA | APPROVED | 2025-08-04 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
3109 W Dr. Martin Luther King Jr. Blvd Suite 600, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Tampa | FL | 02/2021 | Present |
| City Of Safety Harbor | Safety Harbor | FL | 10/2014 | 02/2021 |
| N2 Publishing | Tampa | FL | 04/2019 | 11/2019 |
| Top Shelf History Llc | Safety Harbor | FL | 04/2020 | Present |
| Gigglewaters Social Club & Screening Room | Safety Harbor | FL | 04/2018 | 08/2018 |
| Therapy & Sports Center | Clearwater | FL | 09/2018 | 11/2018 |
Top Shelf History LLC 2548 Rajel Ave. Safety Harbor FL 34695 The nature of the business is to create custom cocktails for clients. Position: Founder/Owner/Mixologist Start date: 4/1/2021 Hrs/Month: 10-20 Hrs during trading hours:0 Duties: To manage business finances, direction, solicit new clients and create the product of custom made cocktails for the clients based on their tastes, history, and personality. Continuous duties is to manage clients relationship with business in perpetuity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-04 |
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