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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 | 2026-03-20 |
| TX | RA | APPROVED | 2026-03-11 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
3405 W Martin L King Jr. Blvd Suite 300, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Tampa | FL | 02/2026 | Present |
| Guided Financial Advisors | St. Petersburg | FL | 05/2025 | 02/2026 |
| Independent Securities Trader | Las Vegas | NV | 06/2018 | 02/2026 |
| Cannonball | San Diego | CA | 03/2016 | 11/2017 |
| Culinary Dropout | Las Vegas | NV | 11/2017 | 06/2018 |
I own 16% of a family-operated LLC that owns a short-term rental property in Florida. I do not receive compensation or participate meaningfully in business activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-11 |
| S66 | Uniform Combined State Law Examination | 2025-09-09 |
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