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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 | 2026-02-18 |
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 | 10/2025 | Present |
| Gartner | Irving | TX | 07/2024 | 10/2025 |
| Marriott Vacations Worldwide | Newport Beach | CA | 05/2023 | 08/2023 |
| Teva Pharmaceuticals | Salt Lake City | UT | 05/2022 | 03/2023 |
| Iroquois Springs | Rock Hill | NY | 06/2021 | 08/2021 |
| Flake Pie Co. | South Jordan | UT | 11/2020 | 01/2021 |
| Utah State University | Logan | UT | 04/2023 | 05/2024 |
| September Group Llc | Murray | UT | 10/2019 | 08/2020 |
| Amber Restaurant | Salt Lake City | UT | 06/2019 | 08/2020 |
| Nothing Bundt Cakes | Sandy | UT | 09/2019 | 11/2019 |
| Texas Roadhouse | Sandy | UT | 01/2019 | 06/2019 |
| School | Sandy | UT | 08/2006 | 01/2019 |
| School | Logan | UT | 01/2021 | 06/2021 |
| School | Logan | UT | 08/2021 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-18 |
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