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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 | 2026-02-20 |
| TX | RA | APPROVED | 2026-02-12 |
Branch Locations
3109 W Dr. Martin Luther King Blvd Suite 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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 06/2023 | 12/2025 |
| Fiorello's Italian Cafe | West Chester | PA | 10/2022 | 05/2023 |
| West Chester University | West Chester | PA | 08/2019 | 05/2023 |
| Polaris Advisors | Camp Hill | PA | 06/2022 | 08/2022 |
| Sesame Temps Agency | Hellam | PA | 06/2021 | 07/2021 |
| Applebee's | York | PA | 05/2021 | 06/2021 |
| Synerfac Technical Staffing | Hunt Valley | MD | 05/2020 | 07/2020 |
| Pizza Hut | York | PA | 06/2019 | 08/2019 |
| Red Lion Area Senior High School | Red Lion | PA | 08/2015 | 05/2019 |
| Vanguard Marketing Corporation | Malvern | PA | 06/2023 | 12/2025 |
| Fisher Investments | Tampa | FL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-14 |
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