Milind Vishvanath Vaidya

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2006 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 04/2006 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA

Previous Registrations

• 1999-02-25 → 2006-04-12
  Msi Financial Services, Inc.
  Overland Park, KS

Other Businesses

1)MILIND VAIDYA, 13226 BENSON, OVERLAND PARK, KS 66213. BEGAN 5/15/91 AS TRUSTEE OF IRREVOCABLE TRUST. DEVOTES 1 HR/YR, NONE DURING TRADING. 2)MILIND V. VAIDYA/STRATEGIC FINANCIAL SOLUTIONS,9393 W. 110 ST. SUITE 500,OVERLAND PARK, KS 66210. BEGAN 04/12/2006 AS PRESIDENT. NOT INVESTMENT RELATED. DEVOTES 20 HR/MO. 15 HR/MO DURING TRADING. 3)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING 4/12/2006 4)STRATEGIC FINANCIAL SOLUTIONS, INC., 9393 W. 110 Street, Suite 500, Overland Park KS 66210, United States, 03/24/2026, President, DBA Name, IR, 180 HR/MO - 120 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  1991-07-10
• S63 Uniform Securities Agent State Law Examination
  1988-03-02

Designations

• Chartered Financial Consultant