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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 | 2025-02-14 |
| WA | RA | APPROVED | 2025-02-14 |
Branch Locations
5525 Nw Fisher Creek Drive, Camas, WA 98607 • United States
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 |
|---|---|---|---|---|
| Fidelity Investments | Greenwood Village | CO | 06/2023 | 01/2025 |
| Innovation Learning Llc | Colorado Springs | CO | 11/2022 | 06/2023 |
| Colorado Running Company | Colorado Springs | CO | 10/2022 | 11/2022 |
| Bicycle Ranch Tucson | Tucson | AZ | 10/2020 | 02/2022 |
| Unemployed | Colorado Springs | CO | 02/2022 | 10/2022 |
| Fulltime Student | Tucson | AZ | 08/2017 | 12/2022 |
| Full Time Student | Wayland | MA | 04/1998 | 08/2019 |
| Fisher Investments | Camas | WA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-10 |
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