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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 | 2026-05-28 |
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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-28 |
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