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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-16 |
Branch Locations
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 | Plano | TX | 06/2025 | Present |
| Student | Frisco | TX | 08/2016 | 05/2017 |
| Psa | Plano | TX | 05/2017 | 08/2017 |
| Student | Frisco | TX | 08/2017 | 06/2018 |
| Junior Hockey | Walpole | MA | 06/2018 | 03/2019 |
| Crest Cars | Frisco | TX | 03/2019 | 06/2019 |
| Toyota Of Plano | Plano | TX | 06/2019 | 08/2019 |
| University Of Arkansas | Fayetteville | AR | 08/2019 | 01/2020 |
| Crest Cars | Frisco | TX | 01/2020 | 07/2020 |
| Junior Hockey | Rochester | MN | 07/2020 | 03/2021 |
| Legends Hospitality | Frisco | TX | 03/2021 | 07/2021 |
| Iowa State University | Ames | IA | 07/2021 | 05/2022 |
| Iowa State University | Ames | IA | 08/2022 | 05/2023 |
| Iowa State University | Ames | IA | 08/2023 | 05/2024 |
| Ironside Human Recourses | Dallas | TX | 05/2024 | 08/2024 |
| Iowa State University | Ames | IA | 08/2024 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-16 |
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