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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 | 2026-06-18 |
| TX | RA | APPROVED_RES | 2026-06-16 |
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 |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 01/2024 | 10/2024 |
| Unemployed | Oyster Bay | NY | 01/2014 | 01/2024 |
| Allstate Insurance Co | Northbrook | IL | 03/2025 | 03/2026 |
| Unemployed | Oyster Bay | NY | 10/2024 | 03/2025 |
| Allstate Financial Services, Llc | Lincoln | NE | 02/2025 | 03/2026 |
| Allstate Financial Advisors, Llc | Lincoln | NE | 03/2025 | 03/2026 |
| Fisher Investments | Tampa | FL | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-18 |
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