Paul Morris Schifter

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

• 11/1990 → Present
  Bankers Security Life Insurance
  Arlington, VA
• 08/1999 → 08/2017
  Investacorp, Inc.
  Commack, NY
• 08/2017 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2017 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Other Businesses

1.NEWBROOK INSURANCE AGENCY, 14 ROOSEVELT AVE, PORT JEFFERSON STATION, NY, 11/01/1988 AS BROKER - P&C, AUTO, HOME, & COMMERCIAL LINES. INV REL - 20/YR - 0/TRADING. 2 CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 40/WK - 8/TRADING. 08/01/17. 3. PAUL SCHIFTER, INDEPENDENT INSURANCE AGENT 33 WALT WHITMAN RD, STE 121, HUNTINTON STATION, NY, 12/01/1994 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 1/WK - 1/TRADING. 4. DUNCAN FINANCIAL GROUP INC, 33 WALT WHITMAN RD, STE 121, HUNTINGTON STATION, NY, 8/01/2017 AS CERTIFIED FINANCIAL PLANNER. NIR - 1/WK - 1/TRADING. 5. RLA Financial, 445 Broadhollow Rd, Suite 108, Melville, NY 11747, United States, 04/2026, Investment Advisor Representative, DBA Name, NIR, 120 - 80 6. TEMPLE BETH CHAI OF HAUPPAUGE, INC., 870 TOWNLINE RD HAUPPAUGE NY 11788, 06/2026, PRESIDENT, VOLUNTEER, NIR, 5 HR/MO - 2 HR/MO TRADING

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-10-08

Designations

• Certified Financial Planner

Other Names

• Paul M Schifter