Carmel John Spiteri

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 → Present
  Benchmark Mortgage
  San Diego, CA
• 05/2014 → Present
  Cambridge Investment Research Advisors Inc
  Fairfield, IA

Previous Registrations

• 2013-11-26 → 2014-05-02
  Regal Investment Advisors Llc
  San Diego, CA
  Kentwood, MI
• 2010-09-23 → 2013-12-31
  Onyx Wealth Advisors, Inc.
  San Diego, CA
  San Diego, CA

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/WK - 20/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 2)BENCHMARK MORTGAGE. SAN DIEGO, CA. STARTED 1/2009 AS BRANCH MGR. OFFERS MORTGAGE ORIGINATION SERVICES. SPENDS 35 HR/WK, 20 HR/TRADING. 3) CARMEL SPITERI, SAN DIEGO, CA. BEGAN 3/30/12 AS INTSTRUCTOR. INSTRUCT A COURSE FOR CALIFORNIA ASSOCIATION OF REALTORS. 6 HRS/MONTH, ALL DURING TRADING. 4) ASSETS AND DEBT FINANCIAL, 6333 GREENWICH DR, STE 205, SAN DIEGO, CA, MANAGING PARTNER, LLC, 04/14/14, INV REL, 20/MO- 20/TRADING 5) Woodbury University, Adjunt Professor,2212 Main Street San Diego CA, 08/31/2021, NIR, 8 HR/MO- 8/TRADING HR.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-09-22

Other Names

• Carl Spiteri