Mitchell Ira Scher

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

• 11/2013 → 08/2022
  Lincoln Financial Advisors Corporation
  Syosset, NY
• 08/2022 → 08/2024
  Lincoln Financial Advisors
  Jericho, NY
• 08/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2013-11-05 → 2024-08-30
  Osaic Fa, Inc.
  Great Neck, NY
  Hartford, CT
  Syosset, NY
  Celebration, FL
  Jericho, NY
• 2009-08-06 → 2013-11-08
  Msi Financial Services, Inc.
  Middletown, NY
  Milford, CT
  White Plains, NY
  New York, NY
  New York, NY
  New York, NY

Other Businesses

1) MITCHELL SCHER, 603 MARKET STREET #210 CELEBRATION FL, 09/2024, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE AGENCIES, INV REL, 40 HR/MO 20 HR/MO TRADING 2) ADVANCED PLANNING GROUP OF NY, 603 Market Street #210, Celebration FL 34747, United States, 09/01/2024, IAR, DBA Name, INV REL, 80 HR/MO - 70 HR/MO TRADING 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 08/2024

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-03-21

Designations

• Chartered Financial Consultant