William Edward Chrabot

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

• 07/2003 → 11/2016
  First Heartland Capital Inc
  Lake St. Louis, MO
• 11/2016 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2016 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2015-07-23 → 2016-11-16
  First Heartland Consultants, Inc.
  Ponte Vedra Beach, FL
• 2000-05-03 → 2002-10-11
  Robert W. Baird & Co. Incorporated
  Valpariso, IN

Other Businesses

1)Insurance agent/sales, 165 Bouganvilla Dr., Ponte Vedra Beach, FL 32082, Agent since 2/27/97, investment related, 8 hours monthly, no hours during trading hours. 2)CIRA, 1776 PLEASANT PLAIN ROAD, FAIRFIELD IA, AS ADVISORY REP OF A RIA. INVESTMENT RELATED 20/WEEK 20/TRADE. SEE EMPLOYMENT HISTORY FOR START DATE. 3)COMPLETE FINANCIAL MANAGEMENT, 165 Bouganvilla Drive, Ponte Vedra Beach FL 32082-3679, 07/2026, Owner, DBA Name, NIR, 160 HR/MO - 160 HR/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-07-07
• S63 Uniform Securities Agent State Law Examination
  1997-12-16

Other Names

• Bill Chrabot