Thomas Gleason

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

• 04/2018 → 08/2018
  Cravings Gormet Bakery
  Allenhurst, PA
• 05/2019 → 08/2019
  Ocean Cover Condominium
  Long Branch, NJ
• 05/2020 → 09/2022
  Instacart
  Allenhurst, NJ
• 09/2019 → 05/2022
  Rotc Military Program
  East Stroudsburg, PA
• 02/2020 → 05/2022
  Trackside Bar And Grill
  East Stroudsburg, PA
• 09/2014 → 05/2018
  Ocean Township High School
  Ocean, NJ
• 08/2018 → 05/2022
  East Stroudsburg University
  East Stroudsburg, PA
• 09/2022 → 04/2025
  Equitable Advisors, Llc
  New York, NY
• 10/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 10/2025 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 05/2022 → Present
  Pa National Guard
  Philadelphia, PA

Previous Registrations

• 2023-02-01 → 2025-05-05
  Equitable Advisors, Llc
  Secaucus, NJ

Other Businesses

1. PA NATIONAL GUARD, 6400 Hog Island Rd, Philadelphia PA 19153, United States, 05/07/2022, W2 Employee, Law Enforcement/Military, NIR, 40 HR/MO 0 HR/MO TRADING 2. CHARLIE BROWN'S STEAKHOUSE, 2376 North Ave, Scotch Plains NJ 07076, United States, 09/15/2025, W2 Employee, Food/Beverage Services, NIR, 40 HR/MO 0 HR/MO TRADING 3. CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, 04/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO, 120 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2023-01-27
• S63 Uniform Securities Agent State Law Examination
  2022-11-11