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Fisher\Smb CRD 331205
$6.85B regulatory AUM 70 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4100 International Parkway Suite 2000, Carrollton, TX 75007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-08-17 |
Branch Locations
222 Ne Park Plaza Drive Suite 205, Vancouver, WA 98684 • United States
4100 International Parkway Suite 2000, Carrollton, TX 75007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Retirement Solutions Llc Dba Fisher\Smb | Vancouver | WA | 07/2024 | Present |
| Fisher Investments | Camas | WA | 02/2024 | 07/2024 |
| Aramark Uniforms | Portland | OR | 05/2021 | 01/2024 |
| Allstate Insurance | Vancouver | WA | 01/2016 | 02/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-17 |
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