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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-29 |
Branch Locations
Zona Franca America, Edifício E21, Sexto Piso San Francisco, Heredia 40103 • Costa Rica
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 | San Mateo | CA | 02/2026 | Present |
| Unemployed | Heredia | 04/2025 | 02/2026 | |
| Morpho Shared Services Sociedad Anonima | Heredia | 02/2023 | 04/2025 | |
| Unemployed | Heredia | 09/2022 | 02/2023 | |
| Costa Rica Contact Center Crcc Sociedad Anonima | Heredia | 05/2022 | 09/2022 | |
| Amazon Support Services Costa Rica Sociedad De Rl | Heredia | 03/2022 | 05/2022 | |
| Unemployed | Heredia | 06/2021 | 03/2022 | |
| Sgs Colombia Holding Sas | Bogota | 11/2020 | 06/2021 | |
| Accedo Colombia Sas | Risaralda | 02/2018 | 11/2020 | |
| Unemployed | Heredia | 10/2017 | 02/2018 | |
| Align Technology De Costa Rica Sociedad De Rl | Heredia | 10/2016 | 10/2017 | |
| Entserv Costa Rica Limitada | Heredia | 06/2016 | 10/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-28 |
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