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Joseph Austin Fitzgerald

Fisher Investments

Plano, TX

CRD 6875524

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Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-07-27
WA RA APPROVED 2018-01-22
  • TX RA
    APPROVED
    Since 2023-07-27
  • WA RA
    APPROVED
    Since 2018-01-22

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Independent Florida Alligator Gainesville FL 08/2015 05/2017
The Pub Waterfront Restaurant Indian Shores FL 01/2013 12/2016
University Of Florida Gainesville FL 01/2015 04/2017
Fisher Investments Plano TX 08/2017 Present
  • 08/2015 → 05/2017
    The Independent Florida Alligator
    Gainesville, FL
  • 01/2013 → 12/2016
    The Pub Waterfront Restaurant
    Indian Shores, FL
  • 01/2015 → 04/2017
    University Of Florida
    Gainesville, FL
  • 08/2017 → Present
    Fisher Investments
    Plano, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-01-22
  • S65 Uniform Investment Adviser Law Examination
    2018-01-22

View on SEC IAPD

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