Andrew Martin Parrish

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

• 09/2016 → 02/2026
  Osaic Wealth, Inc.
  Newark, DE
• 02/2026 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 02/2026 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2017-03-21 → 2026-02-05
  Osaic Wealth, Inc.
  Wilmington, DE
  Wilmington, DE
  Marlton, NJ

Other Businesses

1) PARRISH MONEY MANAGEMENT, 4600 Linden Hill Road, Suite 101, Wilmington DE 19808, United States, START DATE 01/2026, Agent, Insurance/Benefits/Human Resources, NIR, 5 HR/MO, 2 HR/MO TRADING. 2) CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, United States, 02/03/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2017-03-20