Paul Robert Chisholm

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

• 05/1993 → Present
  Insurance Associates Marketplace Agency Inc
  Kenmore, NY
• 06/2010 → 06/2017
  Investacorp
  Miami Lakes, FL
• 06/2017 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2017 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Other Businesses

1.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 25/WK - 25/TRADING. 06/26/17. 2.INSURANCE ASSOCIATES MARKETPLACE AGENCY INC, 3849 DELAWARE AVE, KENMORE, NY, 05/01/1993, Owner, Insurance/Benefits/Human Resources, INV REL, 10 HR/MO - 5 HR/MO TRADING 3.ELMLAWN CEMETARY AND CREMATORY, 3939 DELAWARE AVE, KENMORE, NY, 9/11/2013, BOARD MEMBER, NIR - 32/HR - 0/TRADING HR. 4.WNY PLANNED GIVING CONSORTIUM INC, PO BOX 1885 BUFFALO, NY, 1/01/2018 AS DIRECTOR. NIR - 20/YR - 1/TRADING. 5.PLAN ADMINISTRATORS OF NY, INC, 3849 DELAWARE AVE, KENMORE, NY PROPERTY OWNERSHIP AND BUSINESS CONSULTING, 05/03/93, NIR, OWNER, 10/WK- 0/TRADING 6.PLAN ADMINISTRATORS OF NY INC, 3849 DELAWARE AVE, KENMORE, NY, OWNER, REAL ESTATE RENTAL, 09/15, NIR, 40 HR/MO- 0/TRADING 7.ARMOR INSURANCE AGENCY, 3849 Delaware Ave, Kenmore NY 14217, United States, 05/01/2023, President, Insurance/Benefits/Human Resources, NIR, 18 HR/MO - 4 HR/MO TRADING 8.TYRPAK WEALTH STRATEGIES, 3849 Delaware Ave, Kenmore NY, 1/2023, USING A TRADE NAME/DBA FOR INVESTMENT SERVICES, INV REL, 120 HR/MO - 120 HR TRADING 9.BUSINESS HELPING BUSINESS, 3849 DELAWARE AVE, KENMORE NY 14217, 01/2024, TREASURER, NETWORKING, NIR, 10 HR/MO - 0 HR/MO TRADING. 10.JAMES V AND FAY P RYAN PARAMEDIC FOUNDATION, 169 SHERIDAN PARKSIDE DRIVE, TOWN OF TONAWANDA NY 14150, 01/2024, TREASURER, 501C3 FOUNDATION, NIR, 10 HR/MO - 0 HR/MO TRADING.

Exams

• S63 Uniform Securities Agent State Law Examination
  1989-04-27

Other Names

• Paul R Chisholm