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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 | 2025-12-18 |
| TX | RA | APPROVED | 2025-12-15 |
Branch Locations
3109 W Dr. Martin Luther King 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 |
| Meat Market Steakhouse | Tampa | FL | 06/2023 | 11/2023 |
| Sparky's Landing Restaurant | Marathon | FL | 03/2023 | 06/2023 |
| Isla Bella Powersports | Marathon | FL | 04/2021 | 03/2023 |
| Faro Blanco Resort & Yacht Club | Marathon | FL | 09/2020 | 04/2021 |
| Tampa Bay Rays | St. Petersburg | FL | 01/2019 | 12/2019 |
| Tampa Bay Buccaneers | Tampa | FL | 02/2018 | 01/2019 |
| University Of Tampa | Tampa | FL | 08/2016 | 02/2018 |
| Fisher Investments | Tampa | FL | 10/2025 | Present |
| University Of Tampa | Tampa | FL | 12/2019 | 05/2020 |
| Unemployed | Manahawkin | NJ | 05/2020 | 09/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-15 |
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