Brian Joseph Haney
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
19 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
19 years in the industry.
- Cambridge Investment Research Advisors, Inc.Nov 2025 to now
- Cambridge Investment Research, Inc.Nov 2025 to now
- Dempsey Lord Smith, LLCNov 2022 to Mar 2026
- Coastal Equities, Inc.Feb 2018 to Nov 2022
- Coastal Investment Advisors, IncFeb 2018 to Nov 2022
- Not RegisteredApr 2017 to Feb 2018
- Mass Mutual Life Insurance Co.Sep 2007 to Apr 2017
- MML Investors Services IncSep 2007 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 4869021
- Firm CRD
- 134139