Nathan Pinzon
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.Jul 2025 to now
- Cambridge Investment Research, Inc.Jul 2025 to now
- Thrivent FinancialMay 2024 to Jul 2025
- Thrivent Investment Management IncMay 2024 to Jul 2025
- New York LifeJan 2023 to May 2024
- Neiman MarcusMay 2022 to Dec 2022
- The CharlesSep 2021 to Apr 2022
- Le BilboquetJan 2021 to Jul 2021
- SuitsupplyJan 2019 to Dec 2020
- Law Firm of Elizabeth BasdenMar 2015 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7660943
- Firm CRD
- 134139