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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 | 2025-12-19 |
| TX | RA | APPROVED | 2025-12-16 |
Branch Locations
3309 W Martin Luther King Jr Blvd Ste 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 | 07/2023 | Present |
| Highvista Strategies | Boston | MA | 07/2022 | 12/2022 |
| Reebok | Boston | MA | 07/2021 | 12/2021 |
| Nike | Boston | MA | 03/2020 | 06/2021 |
| San Francisco Giants | San Francisco | CA | 01/2017 | 12/2019 |
| Northeastern University | Boston | MA | 07/2019 | 06/2023 |
| The College Preparatory School | Oakland | CA | 07/2017 | 06/2019 |
| The International School Of Western Australia | Perth | 07/2012 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-16 |
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