Anthony William Youssefi

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

• 01/2009 → 11/2016
  Massmutual Life Insurance Company
  Brentwood, TN
• 01/2009 → 11/2016
  Mml Investor Services
  Brentwood, TN
• 11/2016 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2016 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2012-01-13 → 2016-10-28
  Mml Investors Services, Llc
  Brentwood, TN

Other Businesses

1) INDEPENDENT INSURANCE AGENT WITH VARIOUS INDEPENDENT INSURANCE COMPANIES, NOLENSVILLE, TN. 11/01/2016, INVESTMENT RELATED, 5/WEEKLY, 5/TRADE. 2) CIRA, 1776 PLEASANT PLAIN ROAD, FAIRFIELD IA, AS ADVISORY REP OF A RIA. INVESTMENT RELATED 40/WEEK 40/TRADE. SEE EMPLOYMENT HISTORY FOR START DATE. 3) CAPITAL WEALTH ADVISORS, 112 WESTWOOD PLACE, STE 160, BRENTWOOD, TN, MEMBER OF LLC, 11/06/17, INV REL, 1/MO- 0/TRADING 4) ATLANTIC CAPITAL PARTNERS, LLC, 9219 Center Street, Manassas VA 20110, United States, 11/01/2024, IAR, INV REL, 15/MO - 15/Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-11-10
• S63 Uniform Securities Agent State Law Examination
  2009-03-13

Other Names

• Tony William Youssefi