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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 | 2026-08-10 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
3109 W Dr. Martin Luther King Blvd Suite 600, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Temple Terrace | FL | 08/2023 | 08/2024 |
| Aon | Miami | FL | 06/2022 | 08/2022 |
| Brown Golf Julington Creek Golf Club | Saint Johns | FL | 01/2017 | 03/2018 |
| Outback | Jacksonville | FL | 09/2019 | 10/2020 |
| Publix | Saint Johns | FL | 04/2019 | 09/2019 |
| Unemployed | Saint Johns | FL | 03/2018 | 03/2019 |
| Unemployed | Saint Johns | FL | 11/2020 | 05/2022 |
| Unemployed | Saint Johns | FL | 09/2022 | 10/2023 |
| Unemployed | Saint Johns | FL | 10/2013 | 12/2016 |
| Webull Financial Llc | St Petersburg | FL | 08/2024 | 06/2025 |
| Webull Technologies (Us) Llc | St Petersburg | FL | 08/2024 | 06/2025 |
| Fisher Investments | Tampa | FL | 07/2026 | Present |
| Raymond James | Saint Petersburg | FL | 09/2025 | 02/2026 |
| Unemployed | Saint Petersburg | FL | 03/2026 | 07/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-08 |
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