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Robert Nelson Stclair

Cambridge Investment Research Advisors, Inc.

Amherst, OH

CRD 2166947

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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:

Current Employers
Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2018-10-17
  • OH RA
    APPROVED
    Since 2018-10-17

Branch Locations

225 Clevland Ave, Amherst, OH 44001 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Nationwide Financial Amherst OH 10/2010 10/2018
Nationwide Securities, Llc Dublin OH 10/2010 10/2018
Cambridge Investment Research, Inc. Fairfield IA 10/2018 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 10/2018 Present
  • 10/2010 → 10/2018
    Nationwide Financial
    Amherst, OH
  • 10/2010 → 10/2018
    Nationwide Securities, Llc
    Dublin, OH
  • 10/2018 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 10/2018 → Present
    Fairfield, IA
Other Businesses

1) Neishloss & Fleming, Inc., 300 Swallow Hill Rd., Pittsburgh, PA 15220, 1/1/18, AS INDEPENDENT INSURANCE AGENT THROUGH VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 8/month - 0/TRADING. 2) Rental, 29299 Detroit Rd., Unit 4, Westlake, OH 44145, owner since 8/1/18, non-investment related, 0/year - 0/trading. 3) ROBERT ST.CLAIR INSURANCE SOLUTIONS / 4667 Crossing Trail, Lorain OH 44053 / 12/01/2021 / MEDICARE INSURANCE AGENT / 48HR/MO - 24HR/MO TRADING 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADMINISTRATIVE REP OF A RIA. INV REL, 80 HR/MO- 80 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 5) LEGACY CAPITAL ADVISORS, 225 CLEVELAND AVE, AMHERST OH 44001-1619, 05/2024, AGENT, USING A TRADE NAME/DBA, INV REL, 120 HR/MO - 80 HR/MO TRADING.

Other Names
  • Bob Stclair
  • Robert Nelson Clairjr St

View on SEC IAPD

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