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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 | 2026-04-15 |
Branch Locations
3109 W Dr Martin Luther King 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 |
|---|---|---|---|---|
| Fisher Investments | Tampa | FL | 03/2026 | Present |
| Madison Energy Infrastructure | Mclean | VA | 09/2023 | 02/2026 |
| Asm Global | Richmond | VA | 06/2022 | 08/2022 |
| Carolina Ale House | Glen Allen | VA | 06/2021 | 12/2021 |
| Genetworx | Glen Allen | VA | 05/2020 | 08/2020 |
| Henrico County Treasury | Richmond | VA | 05/2019 | 08/2019 |
| James Madison University | Harrisonburg | VA | 08/2018 | 05/2023 |
| High School | Glen Allen | VA | 09/2014 | 05/2018 |
| Unemployed | N/A | XX | 06/2023 | 08/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-15 |
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