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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 | 2025-08-28 |
| TX | RA | APPROVED | 2025-08-20 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
3109 W Dr. Martin Luther King Blvd Suite 600, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Tampa | FL | 04/2025 | Present |
| Student Housing Solutions | Tallahassee | FL | 06/2022 | 01/2023 |
| Crabby's On The Pass | Treasure Island | FL | 06/2021 | 08/2021 |
| Madeira Beach Municipal Marina | Madeira Beach | FL | 01/2018 | 05/2019 |
| City Of Madeira Beach | Madeira Beach | FL | 06/2016 | 01/2018 |
| Florida State University | Tallahassee | FL | 06/2019 | 05/2022 |
| St. Petersburg College | Seminole | FL | 08/2017 | 05/2019 |
| Florida State University | Tallahassee | FL | 01/2023 | 12/2024 |
| Unemployed | Tallahassee And Redington Shores | FL | 01/2023 | 04/2025 |
| Largo High School | Largo | FL | 08/2015 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-20 |
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