Eliot Michael Bassin

Current Employers

Employment History

• 02/2014 → 06/2017
  Lpl Financial, Llc
  Stamford, CT
• 07/2014 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2017 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2014-06-10 → 2017-06-27
  Lpl Financial Llc
  San Diego, CA
  Stamford, CT

Other Businesses

1. FIONDELLA, MILONE & LASARACINA LLP DBABREGMAN & COMPANY, P.C., 350 Bedford Street, Suite 203, Stamford CT 06901, 06/21/2010, Certified Public Accountant, Tax Services, NIR, 140 HR/MO - 120 HR/MO TRADING 2. JFS OF STAMFORD DEFERRED COMPENSATION TRUST, 733 SUMMER ST, 6TH FL, STAMFORD, CT, AS TRUSTEE. NIR - 2/YR - 0/TRADING. 3. CONGREGATION BETH ISRAEL, 701 FARMINGTON AVE, WEST HARTFORD, CT, 11/2017 AS FINANCE COMMITTEE MEMBER. NIR - 4/MO - 0/TRADING. 4. WEALTH PRESERVATION & MANAGEMENT, 311 MAIN ST, IRWIN, PA, 1/2016 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 20/WK - 4/TRADING. 5. 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. 6. CONGREGATION BETH ISRAEL, 701 FARMINGTON AVE, WEST HARTFORD, CT, 11/2017. MEMBER, PROVIDE OVERSIGHT AND REVIEW FINANCIAL PERFORMANCE. NIR-4/MO-0/TRADING. 7. CONNECTICUT SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS, 716 Brook Street, Suite 100, Rocky Hill CT 06067, United States, 07/01/2024, Board Member, Volunteer, NIR, 2 HR/MO- 2/TRADING HR 8. CONNECTICUT SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS, 716 Brook Street, Suite 100, Rocky Hill CT 06067, 07/2024, Committee Member, Volunteer, NIR, 2 HR/MO, 2 HR/MO TRADING 9. ESTATE AND BUSINESS PLANNING COUNCIL OF HARTFORD, 95 West Street, Rocky Hill CT 06067, United States, 07/01/2024, Treasurer, Volunteer, NIR, 2 HR/MO- 1/TRADING HR 10. CONNECTICUT SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS, 95 Glastonbury Boulevard, Suite 411, Glastonbury CT 06033, 07/2026, Secretary, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 2 HR/MO, 2 HR/MO TRADING 11. ESTATE AND BUSINESS PLANNING COUNCIL OF HARTFORD, 95 West Street, Rocky Hill CT 06067, 07/2026, President, Volunteer, NIR, 2 HR/MO, 1 HR/MO TRADING 12. CONGREGATION BETH ISRAEL, 701 Farmington Avenue, West Hartford CT 06119, 07/2026, Treasurer, Volunteer, NIR, 4 HR/MO, 2 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2014-06-09