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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 | 2025-12-18 |
| TX | RA | APPROVED | 2025-12-11 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
3109 W Dr. Martin Luther King Blvd Suite 600, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Education First | Fuzhou | 05/2019 | 07/2021 | |
| Extended Travel | Jacksonville | FL | 01/2018 | 02/2019 |
| University Of North Florida | Jacksonville | FL | 08/2013 | 12/2017 |
| Fidelity Investments | Miami | FL | 06/2023 | 10/2025 |
| Target | Jacksonville | FL | 02/2019 | 05/2019 |
| University Of North Florida Research Lab | Jacksonville | FL | 08/2016 | 09/2017 |
| Extended Travel | Melbourne | 03/2024 | 06/2024 | |
| Probe Cx | Melbourne | 12/2023 | 03/2024 | |
| Extended Travel | Melbourne | 11/2023 | 12/2023 | |
| Fidelity Investments | Jacksonville | FL | 09/2021 | 10/2022 |
| Madison Recruitment | Auckland | 03/2023 | 10/2023 | |
| Extended Travel | Jacksonville | FL | 11/2022 | 03/2023 |
| Extended Travel | Jacksonville | FL | 08/2021 | 09/2021 |
| Fisher Investments | Tampa | FL | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-07 |
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