Clarence Gerald Mercatoris

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

• 05/2020 → 08/2021
  Allegheny Investments, Ltd
  Pittsburgh, PA
• 11/2019 → 04/2020
  Unemployed
  Brookville, PA
• 04/2019 → 10/2019
  Montour Heights Cc
  Coraopolis, PA
• 05/2018 → 03/2019
  Self Employeed
  Brookville, PA
• 11/2017 → 04/2018
  Cnb Bank
  Clearfield, PA
• 06/2011 → 10/2017
  Self Employed
  Brookville, PA
• 08/2021 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2021 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADMINISTRATIVE REP OF AN RIA. INV REL, 160 HR/MO- 120 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 2) CLARENCE G MERCATORIS IV, 305 N. Barnett St., Brookville PA 15825, United States, 05/09/2024, Agent, Insurance/Benefits/Human Resources, NIR, 0 HR/MO - 0 HR/MO TRADING 3) MERC INVESTMENTS, 305 N. Barnett St., Brookville PA 15825, 09/2021, licensed Administrative Professional, DBA Name, INV REL, 160 HR/MO, 120 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2020-08-12

Other Names

• C.G. Mercatoris