David Wright

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

Authority	Category	Status	Date
FL	RA	APPROVED	2026-06-24
TX	RA	APPROVED	2026-06-16

FL RA
APPROVED

Since 2026-06-24
TX RA
APPROVED

Since 2026-06-16

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

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

Organization	City	State	From	To
Fisher Investments	Tampa	FL	04/2026	Present
Xtreme Concrete Coatings	Land O Lakes	FL	01/2022	Present
First Commerce Credit Union	Tallahassee	FL	08/2018	12/2022
Perfect Choice Nursery	Weston	FL	05/2016	07/2018

04/2026 → Present

Fisher Investments

Tampa, FL
01/2022 → Present

Xtreme Concrete Coatings

Land O Lakes, FL
08/2018 → 12/2022

First Commerce Credit Union

Tallahassee, FL
05/2016 → 07/2018

Perfect Choice Nursery

Weston, FL

Other Businesses

Xtreme Concrete Coatings; not investment related; 11634 Pyramid Dr Floor 1, Odessa, FL 33556; Epoxy Flooring Company ; owner; 12/03/2018; 1 monthly; on weekends

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-06-16

S65 Uniform Investment Adviser Law Examination

2026-06-16

View on SEC IAPD

Employer firm

Current Employers

Fisher Investments

Disclosures

Employment History

Other Businesses

Exams

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