Mark Oberlander
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
20 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
20 years in the industry.
- Cambridge Investment Research Advisors, Inc.Sep 2026 to now
- Cambridge Investment Research Advisor, IncSep 2026 to now
- Cambridge Investment Research, IncSep 2026 to now
- Cambridge Research Investment Research, IncSep 2026 to now
- Madison Avenue SecuritiesSep 2022 to Sep 2026
- MML Investors Services, LLCMar 2017 to Sep 2022
- Metlife Securities IncNov 2006 to Sep 2022
- Metropolitan Life InsuranceNov 2006 to Sep 2022
Exams passed
- Series 66 · Uniform Combined State Law2010
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (IA, NJ).
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
- 5264305
- Firm CRD
- 134139