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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 | 2025-10-16 |
Branch Locations
Zona Franca America, Edificio E21, Sexto Piso, Heredia 40103 • Costa Rica
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 | Woodside | CA | 09/2025 | Present |
| Almures | Madrid | 01/2024 | 08/2025 | |
| Samayoa Construction | San Jose | 03/2025 | 09/2025 | |
| Fundacion Real Madrid | Madrid | 07/2024 | 12/2024 | |
| Hpe | San Jose | 10/2020 | 10/2023 | |
| Samayoa Construction | San Jose | 10/2019 | 10/2020 | |
| Sykes | San Jose | 07/2018 | 06/2019 | |
| Century 21 | San Jose | 05/2017 | 01/2018 | |
| Ganadera El Muelle | Alajuela | 11/2015 | 11/2016 | |
| Unemployed | San Jose | 11/2016 | 05/2017 | |
| Unemployed | San Jose | 01/2018 | 07/2018 | |
| Unemployed | San Jose | 06/2019 | 10/2019 | |
| Unemployed | Madrid | 10/2023 | 01/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-16 |
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