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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 | 2026-03-13 |
| TX | RA | APPROVED_RES | 2026-01-14 |
Branch Locations
3109 W Dr. Martin Luther King Blvd Suite 600, Tampa, FL 33607 • United States
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Tampa | FL | 08/2025 | Present |
| Marsh Mclennan Agency | Ft. Lauderdale | FL | 06/2024 | 08/2024 |
| Student | Tallahassee | FL | 08/2024 | 08/2025 |
| Iyba | Ft. Lauderdale | FL | 05/2022 | 08/2022 |
| Satin Finish Concrete | Ft. Lauderdale | FL | 08/2022 | 06/2024 |
| Education: Middle And High School, 1 Year Community College | Pompano Beach | FL | 08/2015 | 05/2022 |
| Satin Finish Concrete | Ft. Lauderdale | FL | 08/2019 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-13 |
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