David Bruce Mirsky
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
36 yearsExperience
2 statesRegistered in
CFP® certification, PFSDesignations
$138.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
36 years in the industry.
- Cambridge Investment Research Advisors, Inc.Feb 2025 to now
- Cambridge Investment Research Inc.Feb 2025 to now
- David B. Mirsky, Cpa/pfs,cfp�,cmaJun 1995 to now
- Rochester Institute of TechnologyAug 2023 to Dec 2025
- Nazareth UniversityAug 2023 to Dec 2023
- Mercer Global AdvisorsDec 2021 to Mar 2023
- Leigh Baldwin & Co., LLCSep 2011 to Mar 2023
- Mirsky Financial Management Corp.Jul 1999 to Nov 2021
- John G. Ullman & Assoc., Inc.Dec 1990 to Apr 2023
Designations
- CFP® certification
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1992
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2122683
- Firm CRD
- 134139