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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_RES | 2023-08-23 |
| WA | RA | APPROVED | 2021-02-22 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
5525 Nw Fisher Creek Drive, Camas, WA 98607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 03/2018 | 05/2019 |
| Morgan Stanley | Baltimore | MD | 01/2018 | 03/2018 |
| Home Depot | Bel Air | MD | 10/2016 | 03/2018 |
| Harford County Government | Bel Air | MD | 11/2016 | 05/2017 |
| Unemployed | Bel Air | MD | 08/2016 | 10/2016 |
| T Rowe Price | Owings Mills | MD | 06/2019 | 11/2020 |
| Fisher Investments | Camas | WA | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-22 |
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