Michael Edwards

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

• 09/2016 → 04/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 02/2014 → 09/2016
  Unemployed
  Wilmette, IL
• 02/2017 → 04/2025
  Bank Of America N.A.
  Chicago, IL
• 04/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 04/2025 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2016-12-16 → 2025-04-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
  Chicago, IL
  Wilmette, IL

Other Businesses

1) CHICAGO HOPE ACADEMY, 2189 W. Bowler Ave, Chicago IL 60612, 04/2025, BOARD MEMBER, NIR, 5 HR/MO - 0 HR/MO TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING 04/17/2025

Exams

• S66 Uniform Combined State Law Examination
  2016-12-15
• S63 Uniform Securities Agent State Law Examination
  2009-10-30

Designations

• Certified Financial Planner

Other Names

• Michael Joseph Edwards