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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 | 2024-08-09 |
| TX | RA | APPROVED | 2024-08-06 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
3109 W Dr. Martiluther King Blvd Suite 600, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Tampa | FL | 04/2024 | Present |
| Imperial | Tampa | FL | 02/2024 | 03/2024 |
| Aqua | Tampa | FL | 02/2024 | 03/2024 |
| Rsm Us Llp | Boston | MA | 05/2023 | 02/2024 |
| Il Forno | Lunenburg | MA | 12/2022 | 03/2023 |
| The Yarde Tavern | South Hadley | MA | 05/2021 | 12/2022 |
| Umass Amherst - Blue Wall | Amherst | MA | 02/2020 | 03/2021 |
| University Of Massachusetts - Amherst | Amherst | MA | 09/2019 | 12/2022 |
| Bishop Feehan High School | Attleboro | MA | 09/2015 | 05/2019 |
| Dunkin | Plainville | MA | 12/2019 | 04/2020 |
| Doordash | Plainville | MA | 04/2020 | 03/2024 |
| Mansfield Recreation Department | Mansfield | MA | 05/2018 | 08/2020 |
| Walpole Recreation Department | Walpole | MA | 04/2014 | 12/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-06 |
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