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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 | 2026-08-26 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
3109 W Dr Martin Luther King Jr Blvd Ste 600, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Tampa | FL | 04/2025 | Present |
| New York Beach Club | Long Beach | NY | 05/2019 | 08/2023 |
| New York Life Insurance | Manhattan | NY | 05/2024 | 08/2024 |
| University Of Tampa | Tampa | FL | 08/2022 | 12/2024 |
| University Of Tampa | Tampa | FL | 08/2021 | 12/2024 |
| Hewlett High School & Hewlett Middle School | Hewlett | NY | 08/2016 | 06/2021 |
| Extended Travel | Tampa | FL | 01/2025 | 04/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-26 |
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