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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 | 2026-08-04 |
| TX | RA | APPROVED | 2026-07-16 |
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 |
|---|---|---|---|---|
| Full-Time Education | Tallahassee | FL | 08/2018 | 01/2019 |
| Florida State University Football Team | Tallahassee | FL | 07/2021 | 04/2023 |
| Long Boat Key Club Moorings | Long Boat Key | FL | 05/2018 | 08/2018 |
| Florida State University | Tallahassee | FL | 01/2023 | 04/2023 |
| Florida Farm & Feed | Tallahassee | FL | 01/2019 | 06/2019 |
| Full-Time Education | Tallahassee | FL | 06/2019 | 08/2019 |
| Full-Time Education | Tallahassee | FL | 12/2019 | 03/2020 |
| Seminole Legacy Golf Club | Tallahassee | FL | 03/2020 | 07/2021 |
| Fidelity Investments | Jacksonville | FL | 06/2024 | 08/2025 |
| Full-Time Education | -Ponte Vedra Beach | FL | 04/2014 | 05/2018 |
| Jacksonville Jaguars | Jacksonville | FL | 04/2023 | 06/2024 |
| Florida State University Football Team | Tallahassee | FL | 08/2019 | 12/2019 |
| Fisher Investments | Tampa | FL | 07/2026 | Present |
| Fidelity Investments | Jacksonville | FL | 08/2025 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-22 |
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