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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 |
|---|---|---|---|
| OR | RA | APPROVED | 2024-03-06 |
| WA | RA | APPROVED | 2024-02-23 |
| TX | RA | APPROVED_RES | 2023-07-12 |
| FL | RA | APPROVED | 2020-06-30 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
5525 Nw Fisher Creek Dr, Camas, WA 98607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Camas | WA | 06/2014 | Present |
Rocket Street LLC; No; Portland, OR; Dental staffing agency; partner; 09/2025 the name of the other business; Laurelhurst Soccer Club whether the business is investment-related; no the address of the other business; 3439 NE Sandy Blvd. #348 Portland, Oregon 97232 the nature of the other business; Volunteer your position; Member title, or relationship with the other business; Member at large the start date of your relationship; 06/17/2026 the approximate number of hours/month you devote to the other business; 1 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; Laurelhurst Soccer Club is a neighborhood soccer association. I am friends with the incoming President who asked for help. It's unpaid and low commitment.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-23 |
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