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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 | 2026-02-05 |
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 | 07/2025 | Present |
| Mission Waco | Waco | TX | 08/2024 | 05/2025 |
| Baylor University | Waco | TX | 08/2022 | 05/2024 |
| Baylor University | Waco | TX | 05/2023 | 08/2023 |
| Welk Resorts | Escondido | CA | 05/2022 | 08/2022 |
| Allen Americans Professional Hockey Club | Allen | TX | 05/2024 | 08/2024 |
| Baylor University | Waco | TX | 08/2021 | 05/2022 |
| Cathedral Catholic High School | San Diego | CA | 08/2017 | 06/2021 |
| St. Peter The Apostle Catholic School | Fallbrook | CA | 12/2015 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-05 |
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