Charles Peter Gilbride

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

• 02/2015 → 11/2021
  National Alliance Securities, Llc
  New York, NY
• 02/2023 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 02/2023 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 12/2021 → 01/2023
  Unemployed
  Livingston Manor, NY

Other Businesses

1) CIRA / 1776 PLEASANT PLAIN RD, FAIRFIELD, IA / AS ADVISORY REP OF A RIA / INV REL / 160 HR/MO - 120 HR/MO TRADING / 02/19/2023 2) TAG ADVISORS, 363 Elk Point Road, Livingston Manor NY 12758, 05/2023, W2 Employee, TAG Advisors is an enterprise of Cambridge, NIR, 40 HR/MO, 40 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2023-05-16
• S63 Uniform Securities Agent State Law Examination
  1990-03-16