Antonio Carlos Loureiro

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

• 08/2016 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2016 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2014-08-28 → 2015-11-13
  Morgan Stanley
  Mclean, VA
• 1990-08-02 → 2013-01-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
  Pensacola, FL
  Mobile, AL
  Fairhope, AL
  Jacksonville, FL
  Vienna, VA

Other Businesses

1.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 40/WK - 40/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 2. BEAVER TAIL, LLC, 107 COUNTRY CLUB DR, CROSS JUNCTION, VA, LLC OWNER, 10/04/16, NIR, 1/YR- 0/TRADING HRS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-09-18
• S63 Uniform Securities Agent State Law Examination
  1990-10-19

Other Names

• Tony Loureiro
• Tony Loureiro