David Elefant
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
36 yearsExperience
3 statesRegistered in
PFSDesignation
$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 2026 to now
- Cambridge Investment Research, Inc.Feb 2026 to now
- Garden State Financial ServicesAug 2007 to now
- Garden State Income Tax Service IncNov 1990 to now
- Commonwealth Financial NetworkMay 2015 to Feb 2026
Designations
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 3 states (FL, NJ, 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
- 4481968
- Firm CRD
- 134139