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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 | 2026-01-21 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Spring, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-29 |
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