Caitlin Propheter
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
11 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
11 years in the industry.
- Cambridge Investment Research Advisors, Inc.Aug 2026 to now
- Cambridge Investment Research, Inc.Jan 2026 to now
- Investment Watch, LLCJan 2026 to now
- UnemployedJul 2025 to Dec 2025
- Janus Henderson Distributors US LLCJan 2022 to Jun 2025
- Janus Henderson Investors US LLCFeb 2021 to Jun 2025
- Janus Henderson DistributorsFeb 2021 to Jan 2022
- Hire ConnectionsNov 2020 to Feb 2021
- Platinum PrMar 2020 to Nov 2020
- Outback SteakhouseJan 2019 to Mar 2020
- Tall Oaks Montessori SchoolSep 2018 to Dec 2018
- Mountain Lake LodgeMar 2018 to May 2018
- Plamondon Hospitality PartnersMay 2017 to Aug 2017
- Virginia Tech Student Calling CenterJan 2017 to Mar 2018
- Silver Spring Mining CompanyJun 2015 to Jan 2020
- UnemployedJun 2015 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 7311349
- Firm CRD
- 134139