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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 | 2023-10-11 |
| TX | RA | APPROVED | 2022-02-15 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbus | OH | 06/2019 | 01/2022 |
| Allstate Insurance Company | Columbus | OH | 05/2018 | 08/2018 |
| Ohio University | Athens | OH | 08/2015 | 05/2019 |
| Ups | Athens | OH | 12/2017 | 01/2018 |
| Bank Of America, N.A. | Columbus | OH | 08/2019 | 01/2022 |
| Fisher Investments | Plano | TX | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-27 |
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