Nikhil Alkari

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

• 04/2025 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 01/2025 → 04/2025
  Unemployed
  Fort Mill, SC
• 02/2023 → 12/2024
  Randstad Consulting
  Charlotte, NC
• 10/2021 → 01/2023
  Mihin/Interoperability Institute
  Fort Mill, SC
• 05/2020 → 12/2022
  Tenagile Llc
  Fort Mill, SC
• 05/2020 → 10/2021
  Ally Bank
  Fort Mill, SC
• 05/2013 → 05/2020
  Bank Of America
  Charlotte, NC
• 04/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 04/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Other Businesses

1) SMARTPRO FINANCIAL, 2752 Pleasant Road, #108, Fort Mill SC 29708, 04/2025, Investment Advisor Representative, DBA Name, INV REL, 160 HR/MO, 160 HR/MO TRADING. 2) NIKHIL ALKARI - REAL ESTATE, 605 Quicksilver Trail, Fort Mill SC 29708, 05/2019, Owner, Real Estate, NIR, 1 HR/MO, 1 HR/MO TRADING. 3) CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, United States, 11/2025, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-06-20
• S65 Uniform Investment Adviser Law Examination
  2025-04-02