Clarence Gerald Mercatoris
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
15 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
15 years in the industry.
- Cambridge Investment Research Advisors, Inc.Aug 2021 to now
- Cambridge Investment Research, Inc.Aug 2021 to now
- Allegheny Investments, LtdMay 2020 to Aug 2021
- UnemployedNov 2019 to Apr 2020
- Montour Heights CcApr 2019 to Oct 2019
- Self EmployeedMay 2018 to Mar 2019
- Cnb BankNov 2017 to Apr 2018
- Self EmployedJun 2011 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7253164
- Firm CRD
- 134139