Morgan Tyler 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

• 09/2014 → 03/2022
  Voya Financial Advisors
  San Antonio, TX
• 03/2022 → 04/2024
  Kestra Investment Services Llc
  San Antonio, TX
• 03/2022 → 04/2024
  Kestra Advisory Services, Llc
  San Antonio, TX
• 05/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 05/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2022-03-14 → 2024-04-29
  Kestra Advisory Services, Llc
  San Antonio, TX
  Austin, TX
• 2011-01-03 → 2022-03-17
  Voya Financial Advisors, Inc.
  San Antonio, TX
  Austin, TX
  Houston, TX
• 2000-06-26 → 2011-01-03
  Voya Financial Partners, Llc
  San Antonio, TX
  Austin, TX
  San Antonio, TX

Other Businesses

1) THE TEXAS LYCEUM ASSOCIATION INC, 6046 AZALEA LANE DALLAS TX, 01/2024, BOARD MEMBER, NONPROFIT, NIR, 1 HR/MO 1 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. 05/31/2024 3) LOS COMPADRES DE SAN ANTONIO MISSIONS, 6701 SAN JOSE DRIVE SAN ANTONIO TX, 01/2009, BOARD MEMBER, NON-PROFIT, NIR, 2 HR/MO 2 HR/MO TRADING 4) ALAMO HEIGHTS ISD SCHOOL BOARD, 7101 BROADWAY STREET SAN ANTONIO TX, 05/2023, BOARD TRUSTEE, CIVIC, NIR, 12 HR/MO 4 HR/MO TRADING 5) SAN ANTONIO PUBLIC LIBRARY FOUNDATION, 625 SHOOK AVENUE SAN ANTONIO, 01/2002, BOARD MEMBER, CIVIC, NIR, 2 HR/MO 2 HR/MO TRADING

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-01-13

Other Names

• Morgan Tyler Edwards