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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 | 2025-06-13 |
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 |
|---|---|---|---|---|
| Suffolk University | Boston | MA | 10/2021 | 01/2022 |
| Unemployed | Mattapoisett | MA | 12/2017 | 04/2018 |
| The Mac Express | Wareham | MA | 09/2018 | 06/2019 |
| Suffolk University | Boston | MA | 10/2023 | 12/2023 |
| The Inn On Shipyard Park | Mattapoisett | MA | 05/2018 | 08/2018 |
| Suffolk University | Boston | MA | 04/2020 | 05/2021 |
| Gamestop | Seekonk | MA | 06/2021 | 08/2021 |
| Unemployed | North Attleboro | MA | 01/2024 | 02/2024 |
| Fidelity Investments | Dallas | TX | 02/2024 | 04/2025 |
| Apple | Boston | MA | 08/2022 | 10/2023 |
| Suffolk University | Boston | MA | 09/2021 | 09/2021 |
| Mattapoisett Ymca | Mattapoisett | MA | 06/2017 | 08/2017 |
| Suffolk University | Boston | MA | 02/2022 | 07/2023 |
| Unemployed | Mattapoisett | MA | 07/2019 | 09/2019 |
| Unemployed | Mattapoisett | MA | 02/2014 | 05/2017 |
| Suffolk University | Boston | MA | 10/2019 | 03/2020 |
| Uncle Jon'S Coffee | Marion | MA | 09/2017 | 11/2017 |
| Fisher Investments | Plano | TX | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-25 |
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