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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-19 |
| TX | RA | APPROVED | 2023-09-12 |
| WA | RA | APPROVED | 2019-02-28 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
3405 W Martin L King Jr. Blvd Suite 300, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 10/2013 | 02/2019 |
| Fisher Investments | Tampa | FL | 02/2019 | Present |
the name of the other business; Wayfound LLC whether the business is investment-related; no the address of the other business; Tampa, FL 33624 the nature of the other business; Kids books your position; Owner/Co-founder title, or relationship with the other business; Owner/Co-founder the start date of your relationship; 07/01/2026 the approximate number of hours/month you devote to the other business; 2 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Wayfound is a company specializing in books and digital media for kids, parents, and caregivers to support development of healthy and joyful relationships. My duties are primarily offering perspective as a father and former teacher around content and future product development.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-11-18 |
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