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Cambridge Investment Research Advisors, Inc. CRD 134139
$139B regulatory AUM 68,815 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Bethlehem | PA | 05/2016 | 08/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2025 | Present |
| Strum Wealth Management | Fleetwood | PA | 08/2025 | Present |
1) READING SYMPHONY ORCHESTRA, 100 North 5th Street, Reading PA 19601, 07/2025, Committee Member, Arts/Performing Arts, NIR, 2 HR/MO, 0 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-12 |
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