Elisa M Chan
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
17 yearsExperience
3 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
17 years in the industry.
- Cambridge Investment Research Advisors, Inc.Jun 2020 to now
- Cambridge Investment Research, Inc.Jun 2020 to now
- Dream Big Financial, LLCMay 2019 to now
- Chan and Dahrooge Financial Group, LLCMar 2015 to Mar 2020
- Eagle Strategies LLCJul 2014 to Jun 2020
- New York Life Insurance CompanyNov 2009 to Jun 2020
- Nylife Securities LLCNov 2009 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, 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
- 5730819
- Firm CRD
- 134139