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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-11 |
| FL | RA | APPROVED | 2022-12-14 |
Branch Locations
3109 W Dr. Martin Luther King Jr. Blvd Suite 600, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cameron Mitchell Restaurants | Phoenix | AZ | 09/2016 | 01/2020 |
| Grayhawk Golf Course | Scottsdale | AZ | 03/2019 | 05/2022 |
| Sandbar Bar & Grill | Chandler | AZ | 05/2020 | 08/2020 |
| Fisher Investments | Tampa | FL | 06/2022 | Present |
| Arizona State University | Tempe | AZ | 08/2018 | 12/2021 |
| Full Time Education | Scottsdale | AZ | 08/2012 | 09/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-30 |
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