Marc Joseph Zanghi

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

• 07/2003 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 05/1990 → Present
  Marc J Zanghi
  Milford, CT
• 03/2005 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Other Businesses

1) ZANGHI TAX & BUSINESS SERVICES; 51 CRESTWOOD RD, MILFORD, CT; PRINCIPAL; STARTED 6/1/90; 35HRS/WK, 6/TRADE HRS; PUBLIC ACCOUNTING FIRM, TAX PREP, ACCOUNTING AND BOOKKEEPING, BUSINESS CONSULTATION. 2) RENTAL PROPERTY, 73 GOLDEN HILL STREET LLC, 51 CRESTWOOD RD, MILFORD, CT, 7/01/2003 AS OWNER OF 2 RESIDENTIAL RENTAL PROPERTIES AND 1 COMMERCIAL RENTAL PROPERTY. NIR - 1 HR/MO - 0/TRADING. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 07/18/2003

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-12-12
• S63 Uniform Securities Agent State Law Examination
  1995-12-21

Designations

• Certified Financial Planner