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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 | 2026-02-13 |
| TX | RA | APPROVED | 2026-02-13 |
| WA | RA | APPROVED | 2026-02-13 |
Branch Locations
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 |
|---|---|---|---|---|
| Greg Castronovo | Bozeman | MT | 04/2022 | 09/2022 |
| Unemployed | Bozeman | MT | 01/2022 | 03/2022 |
| Rocky Mountain Bank | Bozeman | MT | 09/2021 | 12/2021 |
| Wells Fargo Bank Na | Bozeman | MT | 11/2020 | 08/2021 |
| Unemployed | Eugene | OR | 07/2020 | 10/2020 |
| Lane Community College | Eugene | OR | 02/2019 | 06/2020 |
| Kung Food | Portland | OR | 09/2018 | 01/2019 |
| Student | Portland | OR | 08/2011 | 08/2018 |
| Greg Castronovo | Bozeman | MT | 09/2022 | 12/2025 |
| Northwestern Mutual Investment Services Llc | Bozeman | MT | 09/2022 | 12/2025 |
| Fisher Investments | Camas | WA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-24 |
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