Adam Scott Weiner
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
19 yearsExperience
2 statesRegistered in
$138.7BFirm assets
21 yearsFirm in business
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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
19 years in the industry.
- Cambridge Investment Research Advisors, Inc.Nov 2025 to now
- Cambridge Investment Research, Inc.Nov 2025 to now
- Adam Scott & AssociatesNov 2007 to now
- Dempsey Lord Smith, LLCSep 2023 to Mar 2026
- Arkadios CapitalFeb 2021 to Aug 2023
- Arkadios Wealth AdvisorsFeb 2021 to Aug 2023
- Arkadios CapitalDec 2019 to Dec 2019
- Arkadios Wealth AdvisorsDec 2019 to Dec 2019
- Centaurus Financial, Inc.May 2014 to Feb 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
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
- 3088374
- Firm CRD
- 134139