Inactive

David Burnside

Fisher Investments

CRD 3193093

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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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2023-08-11
CA	RA	APPROVED	2007-03-19

TX RA
APPROVED_RES

Since 2023-08-11
CA RA
APPROVED

Since 2007-03-19

Branch Locations

1450 Fashion Island Blvd, San Mateo, CA 94404 • United States

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

Organization	City	State	From	To
Fisher Investments	Woodside	CA	12/2001	Present
Quasar Distributors, Llc	Milwaukee	WI	12/2004	Present

12/2001 → Present

Fisher Investments

Woodside, CA
12/2004 → Present

Quasar Distributors, Llc

Milwaukee, WI

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	1999-05-06

S66 Uniform Combined State Law Examination

1999-05-06

Other Names

David (Jr) Burnside

View on SEC IAPD

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