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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 | 2026-02-25 |
| TX | RA | APPROVED | 2026-01-29 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
3109 W Dr. Martin Luther King Jr. Blvd Suite 600, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Tampa | FL | 06/2024 | 08/2025 |
| University Of Wisconsin-Stout | Menomonie | WI | 09/2020 | 05/2024 |
| Princeton Valley Golf Course | Eau Claire | WI | 02/2023 | 04/2024 |
| Landmark Company | Eau Claire | WI | 06/2023 | 08/2023 |
| Arena Honky Tonk Bar | Menomonie | WI | 06/2023 | 01/2024 |
| Dicks Fresh Market | Menomonie | WI | 02/2023 | 05/2023 |
| Buffalo Wild Wings | Naperville | IL | 05/2022 | 08/2023 |
| Fedex Ground | Romeoville | IL | 05/2021 | 07/2021 |
| Yogurt Beach | Naperville | IL | 11/2018 | 02/2019 |
| Neuqua Valley High School | Naperville | IL | 09/2016 | 06/2020 |
| Trinity Wealth Securities, Llc | Tampa | FL | 04/2025 | 08/2025 |
| Fisher Investments | Tampa | FL | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-02 |
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