Joseph Michael Bozo
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
18 yearsExperience
1 stateRegistered 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
18 years in the industry.
- Cambridge Investment Research Advisors, Inc.Apr 2026 to now
- Cambridge Investment Research, Inc.Apr 2026 to now
- Massmutual Life Insurance CompanyJan 2024 to Mar 2026
- MML Investors Services, LLCJan 2024 to Mar 2026
- Third Coast AdvisorsMar 2023 to Sep 2023
- Guardian Life InsuranceJan 2023 to Jan 2024
- Park Avenue SecuritiesJan 2023 to Jan 2024
- UnemployedDec 2022 to Jan 2023
- PradigmMay 2022 to Dec 2022
- UnemployedMar 2022 to May 2022
- Webber ScientificAug 2021 to Mar 2022
- UnemployedJan 2008 to Aug 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 4456323
- Firm CRD
- 134139