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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 | 2025-11-25 |
| TX | RA | APPROVED | 2025-11-21 |
Branch Locations
3109 W Dr Martin Luther King Jr 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 |
|---|---|---|---|---|
| Fisher Investments | Tampa | FL | 06/2022 | 01/2025 |
| E.J. Gallo Wineries | Chicago | IL | 06/2021 | 08/2021 |
| King Architectural Metals | Mesquite | TX | 12/2020 | 01/2021 |
| King Architectural Metals | Mesquite | TX | 06/2020 | 08/2020 |
| Nordstrom | Dallas | TX | 06/2019 | 01/2020 |
| Vector Marketing | Plano | TX | 06/2018 | 01/2019 |
| Smashburger | Richardson | TX | 03/2018 | 06/2018 |
| Northwood Country Club | Richarson | TX | 06/2016 | 09/2016 |
| Miami University | Oxford | OH | 08/2021 | 06/2022 |
| Miami University | Oxford | OH | 01/2021 | 06/2021 |
| Miami University | Oxford | OH | 08/2020 | 12/2020 |
| Miami University | Oxford | OH | 01/2020 | 06/2020 |
| Miami Univeristy | Oxford | OH | 01/2019 | 06/2019 |
| Jesuit College Prep | Dallas | TX | 09/2016 | 03/2018 |
| Pcm Encore, Llc | Tampa | FL | 01/2025 | 05/2025 |
| Fisher Investments | Tampa | FL | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-17 |
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