Robert Joseph Zuber

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

• 03/2010 → 02/2018
  Invest Financial Corp.
  Tampa, FL
• 02/2018 → 04/2021
  Lpl Financial Llc
  Pittsfield, MA
• 04/2021 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 04/2021 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2018-02-14 → 2021-04-08
  Lpl Financial Llc
  Pittsfield, MA
• 2010-03-17 → 2018-02-21
  Invest Financial Corporation
  Pittsfield, MA
  Sterling, MA
  Pittsfield, MA
  Appleton, WI

Other Businesses

1) TRI STATE ALPINE RACING ASSOCIATION, 320 STAGE RD, CUMMINGTON, MA, BOARD MEMBER TREASURER, 01/01/18, INV REL, 1 HR/WK- 0/TRADING HR . 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. 04/08/21 3) ROBERT ZUBER INSURANCE SALES, 72 Clifton Ave., Hull MA 02045, 04/16/2024, Owner, Insurance/Benefits/Human Resources, NIR, 2 HR/MO, 2 HR/MO TRADING. 4) ROBERT ZUBER INVESTMENT SALES, 72 Clifton Ave., Hull MA 02045, 04/16/2024, Owner, Using a Trade Name/dba, INV REL, 25 HR/MO, 25 HR/MO TRADING.

Exams

• S63 Uniform Securities Agent State Law Examination
  1981-06-10

Designations

• Chartered Financial Consultant

Other Names

• Bob Zuber