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Sofia Maria Hernandez Hidalgo

Fisher Investments

Heredia

Plano, TX

CRD 8257771

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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
CA RA APPROVED 2026-05-28
  • CA RA
    APPROVED
    Since 2026-05-28

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

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 San Mateo CA 04/2026 Present
Office Designs San Jose 07/2024 12/2025
Philos Arquitectura Guanacaste 05/2023 12/2023
Integrated Design Solutions San Jose 04/2016 11/2022
Unemployed Heredia 01/2026 04/2026
Unemployed Heredia 01/2024 07/2024
Unemployed Heredia 12/2022 04/2023
  • 04/2026 → Present
    San Mateo, CA
  • 07/2024 → 12/2025
    Office Designs
    San Jose
  • 05/2023 → 12/2023
    Philos Arquitectura
    Guanacaste
  • 04/2016 → 11/2022
    Integrated Design Solutions
    San Jose
  • 01/2026 → 04/2026
    Unemployed
    Heredia
  • 01/2024 → 07/2024
    Unemployed
    Heredia
  • 12/2022 → 04/2023
    Unemployed
    Heredia
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-28
  • S65 Uniform Investment Adviser Law Examination
    2026-05-28
Other Names
  • Sofia Maria Hernandez Hidalgo

View on SEC IAPD

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