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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-13 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Zona Franca America, Edifício E21, Sexto Piso, San Francisco 40103 • Costa Rica
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Babel Group | San Pablo, Heredia | 03/2022 | 12/2023 | |
| Educational Services Inc | Scottsdale | AZ | 10/2021 | 12/2021 |
| Dysart Unified School District | Surprise | AZ | 08/2014 | 05/2021 |
| Unemployed | Surprise | AZ | 05/2021 | 10/2021 |
| Unemployed | Alajuela | 12/2021 | 03/2022 | |
| Unemployed | Santa Barbara | 01/2024 | 08/2025 | |
| Fisher Investments | San Francisco | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-13 |
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