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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 | 2026-02-12 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Plano | TX | 01/2026 | Present |
| Symmetry Capital Advisors Llc | Dallas | TX | 06/2024 | 01/2026 |
| Goldman Sachs | Dallas | TX | 09/2023 | 06/2024 |
| Charles Schwab | Westlake | TX | 06/2023 | 08/2023 |
| Insight Global | Houston | TX | 06/2022 | 08/2022 |
| Deca Living | Arlington | TX | 06/2021 | 08/2021 |
| Texas Tech | Lubbock | TX | 08/2018 | 08/2023 |
| Cypress Woods High School | Cypress | TX | 08/2014 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-12 |
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