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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 | 2025-10-14 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Zona Franca America, Edifício E21, Sexto Piso San Francisco, Heredia 40103 • Costa Rica
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Woodside | CA | 09/2025 | Present |
| Ctp Cit | Heredia | 02/2015 | 10/2020 | |
| Comcast Mesoamerica S.A | Heredia | 10/2020 | 12/2020 | |
| Unemployed | Heredia | 12/2020 | 01/2021 | |
| Align Technology | Heredia | 01/2021 | 03/2021 | |
| Vail Resorts | Vail | CO | 12/2024 | 03/2025 |
| Universidad De Costa Rica | San Jose | 03/2021 | 12/2024 | |
| Unemployed | Heredia | 03/2025 | 05/2025 | |
| Accenture | Heredia | 05/2025 | 06/2025 | |
| Arbolus Technologies | San Jose | 06/2025 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-14 |
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