Best Investors
Account
Sign in
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 | 2024-05-02 |
| WA | RA | APPROVED | 2024-05-02 |
Branch Locations
5525 Nw Fisher Creek Dr, 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 |
|---|---|---|---|---|
| Hudson Valley Community College | Troy | NY | 09/2016 | 05/2017 |
| Coupa Software | San Mateo | CA | 06/2018 | 08/2018 |
| Schwartz Heslin Group, Inc | Albany | NY | 02/2019 | 04/2019 |
| Fisher Investments | Camas | WA | 09/2019 | Present |
| Hudson Valley Community College | Troy | NY | 04/2014 | 05/2017 |
| University At Albany | Albany | NY | 09/2017 | 05/2019 |
| Unemployed | Albany | NY | 06/2017 | 08/2017 |
| Unemployed | Albany | NY | 06/2019 | 08/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-01 |
Reach out to this advisor