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Taylor Murphy

Fisher Investments

Plano, TX

CRD 8149452

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-16
  • TX RA
    APPROVED
    Since 2025-09-16

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • 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
OrganizationCityStateFromTo
Fisher Investments Plano TX 05/2025 Present
Lowes Pro Supply Dallas TX 03/2024 05/2025
Sherwin Williams Dallas TX 06/2020 03/2024
Unemployed San Antonio TX 03/2020 06/2020
Burgess Construction Consultants San Antonio TX 02/2019 03/2020
Murphy Real Estate Holdings, Llc San Antonio TX 02/2014 02/2019
United States Navy Chicago IL 11/2018 12/2018
Jpmorgan Chase & Co. San Antonio TX 02/2016 03/2017
Citi Bank San Antonio TX 06/2018 08/2018
Legacy Energy Services Jourdanton TX 10/2017 11/2017
Legacy Energy Services Jourdanton TX 05/2018 06/2018
  • 05/2025 → Present
    Plano, TX
  • 03/2024 → 05/2025
    Lowes Pro Supply
    Dallas, TX
  • 06/2020 → 03/2024
    Sherwin Williams
    Dallas, TX
  • 03/2020 → 06/2020
    Unemployed
    San Antonio, TX
  • 02/2019 → 03/2020
    Burgess Construction Consultants
    San Antonio, TX
  • 02/2014 → 02/2019
    Murphy Real Estate Holdings, Llc
    San Antonio, TX
  • 11/2018 → 12/2018
    United States Navy
    Chicago, IL
  • 02/2016 → 03/2017
    Jpmorgan Chase & Co.
    San Antonio, TX
  • 06/2018 → 08/2018
    Citi Bank
    San Antonio, TX
  • 10/2017 → 11/2017
    Legacy Energy Services
    Jourdanton, TX
  • 05/2018 → 06/2018
    Legacy Energy Services
    Jourdanton, TX
Other Businesses

Name: N/A Investment Related: Yes 172 Hunter Drive, Cedar Hill, TX, 75104 I own this home and now use it as a rental property in a landlord capacity Landlord 08-01-2024 began renting it out I spend 1 hour or so a month devoted to this venture My only duties are landlord/property manager and take care of things as needed

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-16
  • S65 Uniform Investment Adviser Law Examination
    2025-09-16

View on SEC IAPD

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