Sarah Day
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.Aug 2026 to now
- Cambridge Investment Research, Inc.Aug 2026 to now
- UnemployedFeb 2026 to May 2026
- Cambridge Investment Research, Inc.Nov 2025 to Feb 2026
- Capital Investment ManagementNov 2025 to Feb 2026
- Northwestern Mutual Wealth Management CompanyJan 2025 to Oct 2025
- Northwestern Mutual Investment Services LLCNov 2024 to Oct 2025
- Matthew MeltonNov 2024 to Nov 2024
- Matt MeltonSep 2024 to Nov 2024
- Scarbrough FinancialJan 2022 to Sep 2024
- Waddell and Reed LPL FinancialApr 2019 to Jan 2022
- Commerce Trust CompanyApr 2014 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 7092835
- Firm CRD
- 134139