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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-25 |
Branch Locations
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 | Plano | TX | 07/2026 | Present |
| Optifino | Nyc | NY | 01/2025 | 05/2025 |
| New Vintage Partners | Nyc | NY | 09/2023 | 12/2024 |
| Carta | Nyc | NY | 12/2020 | 06/2023 |
| Preferred Return | Nyc | NY | 04/2020 | 11/2020 |
| Hibob | Nyc | NY | 01/2020 | 03/2020 |
| Verdocs | Nyc | NY | 05/2018 | 05/2019 |
| Northeastern University | Boston | MA | 08/2013 | 05/2018 |
| Rapidminer | Boston | MA | 01/2017 | 06/2017 |
| Unemployed | Nyc | NY | 06/2019 | 01/2020 |
| Unemployed | Miami | FL | 05/2025 | 07/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-25 |
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