Andrew Michael Falk
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
10 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
10 years in the industry.
- Cambridge Investment Research Advisors, Inc.Sep 2024 to now
- Cambridge Investment Research Inc.Sep 2024 to now
- Kestra Advisory Services LLCJun 2021 to Sep 2024
- Kestra Investment Services, LLCJun 2021 to Sep 2024
- Fidelity Brokerage Services LLCDec 2019 to May 2021
- Trestles Coastal CuisineSep 2019 to Nov 2019
- Home AdvisorMay 2019 to Jun 2019
- FitologyJul 2018 to Jun 2019
- Falk Realty IncMay 2018 to Aug 2018
- Wild Yankee LiquorsJan 2018 to Dec 2019
- Surge Business DevelopmentAug 2017 to May 2018
- Bidet ExpressSep 2016 to Aug 2017
- My ThaiJun 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7208917
- Firm CRD
- 134139