Best Investors
Account
Sign in
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 | 2025-04-25 |
| TX | RA | APPROVED | 2025-04-22 |
Branch Locations
3109 W Dr. Martin Luther King 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 |
|---|---|---|---|---|
| Tripletail Wealth Management | Orlando | FL | 01/2024 | 04/2025 |
| Regions Bank Private Wealth | Orlando | FL | 06/2020 | 02/2022 |
| Regions Bank Private Wealth | Orlando | FL | 04/2017 | 11/2019 |
| Legion Capital Corp | Orlando | FL | 08/2016 | 03/2017 |
| Mmmr Advogados | Sao Paulo | 07/2014 | 07/2016 | |
| Unemployed | Orlando | FL | 12/2019 | 05/2020 |
| Tripletail Wealth Management | Orlando | FL | 03/2022 | 01/2024 |
| Fisher Investments | Tampa | FL | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-08 |
Reach out to this advisor