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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 | 2026-07-17 |
| FL | RA | APPROVED | 2023-01-23 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
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 |
|---|---|---|---|---|
| Svn | Sarasota | FL | 04/2021 | 09/2021 |
| Real People Realty | Wilmette | IL | 10/2020 | 04/2022 |
| Captain Curt's | Sarasota | FL | 03/2021 | 09/2021 |
| Pescadero | Wilmette | IL | 07/2020 | 09/2020 |
| Dominos | Wilmette | IL | 05/2019 | 07/2020 |
| Dano Luxury Homes | Wilmette | IL | 12/2011 | 01/2020 |
| Fisher Investments | Tampa | FL | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-22 |
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