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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 | 2026-04-23 |
| TX | RA | APPROVED | 2026-04-14 |
Branch Locations
3109 W Martin L King Jr Blvd Ste 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 |
|---|---|---|---|---|
| Fisher Investments | Plano | TX | 01/2026 | Present |
| Coldwell Banker | Tampa Fl | FL | 11/2024 | 02/2026 |
| Impact Realty | Tampa Florida | FL | 01/2024 | 11/2024 |
| Mark Spain | Tampa Florida | FL | 02/2023 | 01/2024 |
| Mv Realty | Salt Lake City | UT | 06/2022 | 02/2023 |
| Top Equity Realty | Salt Lake City | UT | 10/2021 | 06/2022 |
| Exp | Utah | UT | 05/2021 | 10/2021 |
| Deseret Mutual Benefits Administrators | Salt Lake City | UT | 10/2018 | 12/2021 |
| Ilc Travel Outfitters | North Salt Lake | UT | 10/2017 | 08/2018 |
| Career Services At Lds Business College | Salt Lake City | UT | 08/2016 | 10/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-14 |
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