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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 | 2026-06-23 |
| TX | RA | APPROVED | 2026-06-11 |
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 |
|---|---|---|---|---|
| Lifetime Fitness | Cypress | TX | 08/2021 | 08/2022 |
| The University Of Texas At Austin | Austin | TX | 08/2022 | 05/2025 |
| Blink Lending And Investments | Houston | TX | 05/2025 | 08/2025 |
| Blink Leading And Investments | Houston | TX | 06/2023 | 08/2023 |
| Crown Castle | Houston | TX | 06/2024 | 08/2024 |
| Hamilton Middle School | Cypress | TX | 01/2016 | 08/2018 |
| Newtown Enterprise, Llc. | Houston | TX | 06/2020 | 12/2025 |
| Cy-Fair High School | Cypress | TX | 09/2018 | 07/2021 |
| Equitable Advisors, Llc | New York | NY | 01/2026 | 03/2026 |
| Fisher Investments | Tampa | FL | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-22 |
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