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David Thomas Burke

Fisher Investments

Plano, TX

Spring, TX

CRD 8211410

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Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-21
  • TX RA
    APPROVED
    Since 2026-01-21

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Spring, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fisher Investments Spring TX 01/2026 Present
Accenture Houston TX 09/2021 01/2026
Jp Morgan Houston TX 06/2020 08/2020
Rice University Houston TX 08/2019 05/2021
Devere Acuma Dubai 07/2015 07/2019
Post-Mba Employment Start Date Delayed Houston TX 06/2021 08/2021
  • 01/2026 → Present
    Spring, TX
  • 09/2021 → 01/2026
    Accenture
    Houston, TX
  • 06/2020 → 08/2020
    Jp Morgan
    Houston, TX
  • 08/2019 → 05/2021
    Rice University
    Houston, TX
  • 07/2015 → 07/2019
    Devere Acuma
    Dubai
  • 06/2021 → 08/2021
    Post-Mba Employment Start Date Delayed
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-29
  • S65 Uniform Investment Adviser Law Examination
    2025-11-29
Other Names
  • David Burke

View on SEC IAPD

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