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Michael P Cernek

Investment adviser representative at Cambridge Investment Research Advisors, Inc.
11 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

11 years in the industry.

  1. Cambridge Investment Research Advisors, Inc.May 2025 to now
  2. Cambridge Investment Research, Inc.May 2025 to now
  3. East Coast AdvisoryJun 2015 to now
  4. Osaic Wealth, Inc.Aug 2024 to May 2025
  5. Triad Hybrid SolutionsJan 2021 to May 2025
  6. Triad AdvisorsJan 2021 to Aug 2024
  7. Commonwealth Financial NetworkSep 2019 to Jan 2021
  8. Legacy Planning PartnersSep 2016 to Jan 2021
  9. Minnesota Life Insurance CoSep 2016 to Sep 2019
  10. Securian Financial Services, IncSep 2016 to Sep 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2010
  • Series 66 · Uniform Combined State Law2016

State registrations

Registered as an investment adviser representative in 1 state (PA).

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
5667466
Firm CRD
134139
Advisor's SEC record (opens in a new tab)
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