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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 | 2026-01-12 |
| TX | RA | APPROVED | 2026-01-06 |
Branch Locations
3109 W Dr. Martin Luther King Jr. 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 | 08/2025 | Present |
| Total Quality Logistics | Tampa | FL | 06/2023 | 07/2025 |
| University Of Tampa | Tampa | FL | 09/2020 | 04/2021 |
| Gopuff | New Haven | CT | 05/2020 | 08/2020 |
| University Of Tampa | Tampa | FL | 08/2019 | 05/2023 |
| Shell | Ansonia | CT | 05/2021 | 12/2021 |
| North Haven High School | North Haven | CT | 08/2015 | 06/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-06 |
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