Anthony A Cook
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
12 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
12 years in the industry.
- Cambridge Investment Research Advisors, Inc.May 2023 to now
- Cambridge Investment Research Inc.Jan 2023 to now
- Cartridge BrewingAug 2020 to Dec 2022
- Callibrity SolutionsSep 2019 to Aug 2020
- Trinity Pension ConsultantsSep 2018 to Sep 2019
- Park Avenue Securities, LLCOct 2017 to Sep 2018
- Guardian Life Insurance Co of AmericaAug 2017 to Sep 2018
- MML Investors ServicesAug 2014 to Aug 2017
- Mass Mutual Life Insurance CompanyJul 2014 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 5955379
- Firm CRD
- 134139