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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 | 2026-04-23 |
| TX | RA | APPROVED | 2026-04-17 |
Branch Locations
3109 W Dr. Martin Luther King Blvd Suite 600, Tampa, FL 33607 • 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 |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 03/2024 | Present |
| Unemployed | Bernadsville | NJ | 11/2023 | 03/2024 |
| Travpro Mobile Llc | Benardsville | NJ | 01/2023 | 11/2023 |
| Somerset Hills Country Club | Benardsville | NJ | 05/2019 | 10/2023 |
| University Of Rochester | Rochester | NY | 08/2018 | 05/2022 |
| Unemployed | Benardsville | NJ | 06/2018 | 08/2018 |
| Chatham High School | Chatham | NJ | 02/2014 | 06/2018 |
| Fisher Investments | Tampa | FL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-28 |
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