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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 |
|---|---|---|---|
| OR | RA | APPROVED | 2024-09-18 |
| TX | RA | APPROVED | 2023-03-10 |
| WA | RA | APPROVED | 2023-03-10 |
Branch Locations
5525 Nw Fisher Creek Drive, Camas, WA 98607 • 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 | Camas | WA | 01/2023 | Present |
| Washington Small Business Development Center | Spokane | WA | 06/2021 | 11/2021 |
| Colorado State University | Fort Collins | CO | 08/2019 | 05/2021 |
| Bard College | Annandale-On-Hudson | NY | 08/2017 | 05/2019 |
| Saint Peter's University | Jersey City | NJ | 08/2012 | 05/2017 |
| Fisher Investments | Camas | WA | 12/2021 | 01/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-10 |
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