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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2024-03-14 |
Branch Locations
Zona Franca America, Edifício E21, Sexto Piso San Francisco, Heredia 40103 • Costa Rica
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 | San Mateo | CA | 02/2024 | Present |
| Marsh Mclennan | Barcelona | 06/2023 | 12/2023 | |
| Lseg | Heredia | 01/2021 | 09/2022 | |
| Cofasa | San Jose | 02/2020 | 11/2021 | |
| Eae Business School | Barcelona | 10/2022 | 06/2023 | |
| Universidad Latina De Costa Rica | Heredia | 02/2016 | 07/2022 | |
| Universidad De Costa Rica | Heredia | 01/2014 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-14 |
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