Geoffrey Chisholm Alberstadt

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

• 01/2016 → 04/2017
  Pnc Investments, Llc
  Erie, PA
• 01/2016 → 04/2017
  Pnc Bank
  Erie, PA
• 04/2017 → 11/2017
  Displaced/Unemployed
  Erie, PA
• 11/2017 → 03/2022
  Pnc Investments
  Pittsburgh, PA
• 11/2017 → 03/2022
  Pnc Bank
  Pittsburgh, PA
• 04/2026 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 04/2026 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 02/2023 → 03/2026
  Emoney Advisor
  Radnor, PA
• 03/2022 → 02/2023
  Unemployed
  Pittsburgh, PA

Previous Registrations

• 2018-01-19 → 2022-02-24
  Pnc Wealth Management Llc
  Pittsburgh, PA
• 2016-08-10 → 2017-04-28
  Pnc Wealth Management Llc
  Erie, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-28
• S66 Uniform Combined State Law Examination
  2016-07-29

Other Names

• Geoffrey Alberstadt
• Geoffrey Chisholm Alberstadt
• Geoffrey C Alberstadt