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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 | 2025-08-15 |
| TX | RA | APPROVED | 2023-11-08 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
3109 W Martin L King Jr Blvd Ste 600, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Plano | TX | 07/2023 | Present |
| Texas Christian University - Sales Center | Fort Worth | TX | 08/2022 | 05/2023 |
| Texas Christian University - Admissions Office | Fort Worth | TX | 08/2021 | 05/2023 |
| Fisher Investments | Plano | TX | 06/2023 | 08/2023 |
| Unemployed | Alamo | CA | 07/2013 | 08/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-08 |
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