Mahesh A Odhrani
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
23 yearsExperience
3 statesRegistered in
ChFC®, CFP® certificationDesignations
$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
23 years in the industry.
- Cambridge Investment Research Advisors, Inc.Feb 2020 to now
- Cambridge Investment Research IncFeb 2020 to now
- Strategic Wealth Design, LLCFeb 2016 to now
- Park Avenue SecuritiesAug 2003 to Feb 2020
- Guardian Life Insurance Company of AmericaJul 2003 to Feb 2020
- Wealth Strategies GroupApr 2003 to Dec 2019
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 3 states (CO, NV, 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
- 4695218
- Firm CRD
- 134139