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Edward Hunter O'ROurke

Fisher Investments

Plano, TX

Miami Beach, FL

CRD 5131218

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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_RES 2023-09-18
FL RA APPROVED 2017-11-02
  • TX RA
    APPROVED_RES
    Since 2023-09-18
  • FL RA
    APPROVED
    Since 2017-11-02

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Miami Beach, FL • 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
Carey Financial, Llc New York NY 11/2013 07/2017
Fisher Investments Camas WA 10/2017 Present
  • 11/2013 → 07/2017
    Carey Financial, Llc
    New York, NY
  • 10/2017 → Present
    Fisher Investments
    Camas, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-10-13
S66 Uniform Combined State Law Examination 2006-05-22
  • S65 Uniform Investment Adviser Law Examination
    2017-10-13
  • S66 Uniform Combined State Law Examination
    2006-05-22
Other Names
  • Edward O'ROurke
  • Teddy O'ROurke

View on SEC IAPD

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