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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 |
| Jr Capital | Scottsdale | AZ | 10/2024 | 08/2025 |
| Quietflex Manufacturing | Houston | TX | 06/2022 | 08/2024 |
| National Waterproofing And Roofing | Phoenix | AZ | 12/2018 | 01/2022 |
| Telluride Stone And Reclaimed Wood | Phoenix | AZ | 05/2017 | 08/2017 |
| Unemployed | Phoenix | AZ | 02/2022 | 05/2022 |
| Notre Dame Preparatory | Scottsdale | AZ | 09/2017 | 11/2018 |
| Notre Dame Preparatory | Scottsdale | AZ | 08/2016 | 04/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-18 |
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