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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 | 2026-08-21 |
| TX | RA | APPROVED | 2026-08-14 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
3109 W Dr. Martin Luther King Jr. Blvd Suite 600, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investment | Tampa | FL | 06/2026 | Present |
| Fifth Third Bank | Orlando | FL | 08/2024 | 05/2026 |
| Truist | Orlando | FL | 06/2022 | 07/2024 |
| Florida International University | Miami | FL | 05/2019 | 12/2022 |
| Checkers | Orlando | FL | 05/2018 | 08/2019 |
| Gateway Highschool | Orlando | FL | 06/2016 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-14 |
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