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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_RES | 2026-08-31 |
| WA | RA | APPROVED | 2026-08-24 |
Branch Locations
5525 Nw Fisher Creek Drive, 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 |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 05/2024 | 07/2026 |
| Unemployed | Kirkland | WA | 11/2023 | 04/2024 |
| Plantsmart | Redmond | WA | 06/2021 | 10/2023 |
| Unemployed | Fox Island | WA | 04/2021 | 05/2021 |
| T-Scan | Seattle | WA | 10/2019 | 03/2021 |
| Seton Hall University | Newark | NJ | 09/2018 | 04/2019 |
| Claims Management Inc. | Puyallup | WA | 05/2019 | 07/2019 |
| California Lutheran University | Thousand Oaks | CA | 08/2014 | 05/2018 |
| Puget Sound Orthopedics | Gig Harbor | WA | 05/2016 | 08/2018 |
| Unemployed | Fox Island | WA | 08/2019 | 09/2019 |
| Fisher Investments | Camas | WA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-31 |
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