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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 | 2026-04-23 |
| TX | RA | APPROVED | 2026-04-16 |
Branch Locations
3109 W Dr Martin Luther King Jr Blvd Suite 600, 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 |
|---|---|---|---|---|
| Crunch Fitness | Riverview | FL | 06/2022 | 05/2024 |
| Cannady Performance & Wellness | Wimauma | FL | 05/2024 | 03/2026 |
| Florida Southern College | Lakeland | FL | 08/2021 | 12/2022 |
| Florida International University | Miami | FL | 08/2017 | 07/2021 |
| Sebring High School | Sebring | FL | 08/2013 | 07/2017 |
| New York Life Insurance Company | Tampa | FL | 07/2025 | 01/2026 |
| Nylife Securitie Llc | Tampa | FL | 09/2025 | 01/2026 |
| Fisher Investments | Tampa | FL | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-16 |
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