Melissa Jean Mcvoy
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
18 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
18 years in the industry.
- Cambridge Investment Research Advisors, Inc.May 2022 to now
- Cambridge Investment Reserach, Inc.May 2022 to now
- Eagle Strategies LLCJun 2021 to May 2022
- Five Peaks Capital Group LLCJun 2021 to May 2022
- Nylife Securities, LLCAug 2017 to May 2022
- New York Life Insurance CoJun 2017 to May 2022
- Your Castle Real EstateAug 2014 to May 2017
- Douglas County School DistrictJul 2008 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 6814885
- Firm CRD
- 134139