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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-19 |
| TX | RA | APPROVED | 2025-11-13 |
Branch Locations
3109 W Dr Martin Luther King Jr Blvd Suite 600, Tampa, FL 33607 • United States
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 | Tampa | FL | 11/2023 | 10/2025 |
| The University Of Tampa | Tampa | FL | 07/2022 | 11/2023 |
| The University Of Tampa | Tampa | FL | 08/2018 | 05/2022 |
| Phillips Andover Academy | Andover | MA | 08/2017 | 06/2018 |
| St. John's Preparatory School | Danvers | MA | 06/2015 | 05/2017 |
| The University Of Tampa | Tampa | FL | 05/2020 | 05/2022 |
| Harmony Healthcare International | Topsfield | MA | 06/2021 | 05/2022 |
| Stanley Roofing Company | Ipswich | MA | 07/2019 | 06/2021 |
| Fisher Investments | Tampa | FL | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-13 |
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