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Mason Magee

Fisher Investments

Plano, TX

CRD 8246575

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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 2026-04-22
  • TX RA
    APPROVED
    Since 2026-04-22

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • 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 Plano TX 05/2021 Present
High School Student/Unemployed Coeur D Alene ID 03/2016 09/2016
Coldstone Creamery Coeur D Alene ID 10/2016 08/2017
Baylor University Waco TX 09/2017 05/2021
Mamaka Bowls Waco TX 02/2020 06/2020
Heb Waco TX 06/2020 04/2021
  • 05/2021 → Present
    Fisher Investments
    Plano, TX
  • 03/2016 → 09/2016
    High School Student/Unemployed
    Coeur D Alene, ID
  • 10/2016 → 08/2017
    Coldstone Creamery
    Coeur D Alene, ID
  • 09/2017 → 05/2021
    Baylor University
    Waco, TX
  • 02/2020 → 06/2020
    Mamaka Bowls
    Waco, TX
  • 06/2020 → 04/2021
    Heb
    Waco, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-22
  • S65 Uniform Investment Adviser Law Examination
    2026-04-22

View on SEC IAPD

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