Best Investors
Account
Sign in
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 | 2024-11-21 |
| TX | RA | APPROVED | 2024-11-18 |
Branch Locations
3109 W Martin L King Jr Blvd Ste 600, Tampa, FL 33607 • United States
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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Syracuse | NY | 11/2022 | 09/2024 |
| Jp Morgan Chase Bank Na | Syracuse | NY | 11/2022 | 09/2024 |
| Staffing Solutions Organization Llc | Syracuse | NY | 12/2021 | 02/2022 |
| Rlb Development Llc | Syracuse | NY | 10/2019 | 06/2020 |
| Speras Meat Deli & Grocery Inc | Cicero | NY | 10/2014 | 04/2018 |
| Northwestern Mutual | Syracuse | NY | 06/2022 | 10/2022 |
| Jet Seal Driveway Sealing | Cicero | NY | 04/2015 | 10/2022 |
| Volkswagen Drivers Village | Cicero | NY | 10/2019 | 06/2020 |
| Spectrum / Charter Communications | East Syracuse | NY | 11/2018 | 07/2019 |
| Fisher Investments | Tampa | FL | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-14 |
Reach out to this advisor