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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
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
3109 W Dr Martin Luther King Jr Blvd Suite 600, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Tampa | FL | 06/2025 | Present |
| Moes Southwest Grill | Largo | FL | 06/2019 | 01/2020 |
| Caddys Treasure Island | Treasure Island | FL | 08/2020 | 08/2024 |
| The Cheesecake Factory | Gainesville | FL | 08/2021 | 12/2021 |
| Lukes New York Bagels | Gainesville | FL | 01/2023 | 04/2023 |
| Macdintons Irish Pub | Gainesville | FL | 08/2024 | 04/2025 |
| The Grove | Tampa | FL | 12/2024 | 01/2025 |
| Fords Garage | Gainesville | FL | 10/2023 | 05/2025 |
| Indian Rocks Christian School | Indian Rocks Beach | FL | 11/2015 | 06/2019 |
| Northside Christian School | St. Petersburg | FL | 06/2019 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-16 |
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