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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 | 2026-08-19 |
| TX | RA | APPROVED | 2026-08-14 |
Branch Locations
3109 W Dr. Martin Luther King Jr. 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 |
|---|---|---|---|---|
| Fisher Investments | Tampa | FL | 06/2026 | Present |
| Enterprise Mobility | Tampa | FL | 08/2023 | 05/2025 |
| Kona Grill | Sarasota | FL | 12/2021 | 12/2022 |
| Legacy Golf Club | Bradenton | FL | 06/2020 | 12/2021 |
| Jumpinfun Inflata | Sarasota | FL | 08/2018 | 05/2020 |
| University Of South Florida | Tampa | FL | 08/2022 | 05/2023 |
| University Of South Florida | Tampa | FL | 08/2025 | 05/2026 |
| Lakewood Ranch High School | Lakewood Ranch | FL | 06/2016 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-14 |
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