Gary Hay
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
12 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
12 years in the industry.
- Cambridge Investment Research Advisors, Inc.Dec 2022 to now
- Cambridge Investment Research Advisor, Inc.Nov 2022 to now
- Cambridge Investment Research, Inc.Nov 2022 to now
- Woodbury Financial Services, Inc.Mar 2019 to Nov 2022
- Questar Asset ManagementMar 2018 to Mar 2019
- Questar Capital CorporationMar 2018 to Mar 2019
- The Wealth Consulting GroupNov 2014 to Mar 2018
- LPL Financial LLCOct 2014 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (NV, 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
- 5959811
- Firm CRD
- 134139