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Philip Summers

Cambridge Investment Research Advisors, Inc.

Worcester, MA

Andover, MA

CRD 8266818

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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:

Current Employers
Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED_RES 2026-07-24
  • MA RA
    APPROVED_RES
    Since 2026-07-24

Branch Locations

One West Boylston Street, Suite 202, Worcester, MA 01605 • United States

28 Elm Street, Andover, MA 01810 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Investment Research Advisors, Inc. Fairfield IA 07/2026 Present
Cambridge Investment Research, Inc. Fairfield IA 07/2026 Present
Generations Law Group Acton MA 06/2008 Present

View on SEC IAPD

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