Curtis Lee Matlin
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
36 yearsExperience
1 stateRegistered in
ChFC®Designation
$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.Oct 2025 to now
- Cambridge Investment Research, Inc.Oct 2025 to now
- Commonwealth Financial NetworkDec 2016 to Oct 2025
- Metlife Securities Inc.Jan 2015 to Nov 2016
- New England Sec. Corp.May 1991 to Nov 2016
- New England SecuritiesMay 1991 to Nov 2016
- The New EnglandOct 1990 to Nov 2016
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 2148114
- Firm CRD
- 134139