Nathan Gourd
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
11 yearsExperience
2 statesRegistered in
CFADesignation
$138.7BFirm assets
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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
11 years in the industry.
- Cambridge Investment Research Advisors, Inc.Oct 2023 to now
- Cambridge Investment Research, Inc.Oct 2023 to now
- Ripcord PartnersOct 2023 to now
- MML Investors Services LLCJul 2021 to Oct 2023
- Mass Mutual Life Insurance CompanyJun 2021 to Oct 2023
- Birchview Capital ManagementJun 2020 to Jun 2020
- New York Life Insurance CompanyFeb 2020 to Jun 2021
- Nylife SecuritiesFeb 2020 to Jun 2021
- ValityxSep 2019 to Jun 2020
- Marriott HotelsJun 2019 to Nov 2019
- Uvm FoundationSep 2018 to May 2019
- University of VermontSep 2016 to May 2020
- Copper GrouseSep 2015 to Jul 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (MA, VT).
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
- 7227251
- Firm CRD
- 134139