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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-12 |
Branch Locations
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 |
|---|---|---|---|---|
| Fisher Investments | Plano | TX | 06/2023 | Present |
| Orion Lending | Irving | TX | 02/2023 | 04/2023 |
| North Italia | Plano | TX | 05/2023 | 10/2023 |
| Amur Equipment Finance | Lincoln | NE | 06/2022 | 08/2022 |
| Old Chicago | Lincoln | NE | 10/2015 | 01/2023 |
| Chipotle | Lincoln | NE | 10/2014 | 12/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-11 |
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