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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2025 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2025 | Present |
| Bain & Company | Boston | MA | 02/2021 | 07/2025 |
| Point 32 Health (Fka Tufts Health Plan) | Canton | MA | 11/2015 | 02/2021 |
| Lma Associates | Raynham | MA | 08/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2026 | Present |
1. LMA ASSOCIATES, 136 Hickory Drive, Raynham MA 02767, United States, START DATE 08/2025, Independent Contractor, Accounting/Bookkeeping/Payroll Services, NIR, 5 HR/MO - 0 HR/MO TRADING 2. LIFE AND HEALTH INSURANCE, 136 Hickory Drive, Raynham MA 02767, United States, START DATE 01/2026, Agent, Insurance/Benefits/Human Resources, NIR, HR/MO 5, HR/MO TRADING 0 3. CIRA, 1776 Pleasant Plain Road Fairfield IA 52556, 01/2026, Investment Advisor Representative, CIRA Affiliation, IR, 160 HR/MO, 120 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-18 |
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