Robert Ricardo Fragnito
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
14 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
14 years in the industry.
- Cambridge Investment Research Advisors, Inc.Mar 2026 to now
- Cambridge Investment Research, Inc.Mar 2026 to now
- Prospera Financial Services, Inc.May 2025 to Mar 2026
- Mcf Capital ManagementJun 2018 to Mar 2026
- Cutter and Company Brokerage IncJun 2018 to May 2025
- Wells Fargo Clearing Services LLCFeb 2017 to Jun 2018
- Wells Fargo Bank NAJan 2017 to Jun 2018
- J.P. Morgan Securities LLCOct 2012 to Jan 2017
- JPMorgan Chase BankJun 2012 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 5981908
- Firm CRD
- 134139