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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 | 2025-12-15 |
| TX | RA | APPROVED | 2025-12-11 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
3109 W Dr. Martin Luther King 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 | 01/2024 | Present |
| Sitetech Systems | Myrtle Beach | SC | 02/2021 | 01/2024 |
| Civista Bank | Sandusky | OH | 06/2019 | 01/2021 |
| Coastal Carolina University | Conway | SC | 08/2018 | 05/2022 |
| Brunswick High School | Brunswick | OH | 08/2014 | 05/2018 |
SiteTech Systems Not investment related 2513 N Oak St, Myrtle Beach, SC 29577 Real estate appraisal desktop evaluations Analyst of Real Estate Contractor/Free lance 1/28/2024 15 hours devoted to this outside activity, all outside of securities trading hours. I do this at home after work at night. 0 hours during securities trading hours I complete desktop appraisals for real estate properties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-11 |
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