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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 | 2026-04-16 |
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 | 03/2026 | Present |
| Amazon | San Jose | 12/2021 | 02/2026 | |
| 3G Spa | Chieti | 05/2018 | 03/2019 | |
| Eatalia | San Jose | 05/2020 | Present | |
| Unemployed | Chieti | 01/2016 | 05/2018 | |
| Unemployed | Chieti | 03/2019 | 05/2020 |
Legal Name: SRL Other Name: Eatalia Not investment-related Address: Calle Vieja Foodtruck Park, Pinares, Tres Rios, Cartago, Costa Rica Restaurant Position: CoOwner Title: CoOwner Start Date: 05/2020 8 hours/month 2-8 hours/month during securities trading hours Duties: Oversee operations, compliance to law and filing of financial statements
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-16 |
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