Alexa Kathyrn Punturo

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

• 08/2023 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 04/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 04/2015 → 06/2018
  Unemployed & Student
  Commack, NY
• 06/2019 → 08/2019
  Bernstein & Punturo, Llp/ Punturo Financial Services, Inc.
  Melville, NY
• 06/2020 → 08/2020
  Bernstein & Punturo, Llp/ Punturo Financial Services, Inc.
  Melville, NY
• 08/2018 → 05/2022
  Binghamton University
  Binghamton, NY
• 06/2022 → 05/2024
  Adp
  Melvillle, NY
• 05/2024 → Present
  Punturo Financial Services, Inc.
  Melville, NY
• 06/2021 → 09/2021
  Xenex.aI
  Los Angeles, CA
• 04/2026 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Other Businesses

1. CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, 04/2026, W2 Employee, CIRA Affiliation, Yes, 160 HR/MO, 120 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2026-03-20