Ethan Colby Edwards
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
9 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
9 years in the industry.
- Cambridge Investment Research Advisors, Inc.Jun 2025 to now
- Cambridge Investment Research, Inc.Jun 2025 to now
- Foundations Investment AdvisorsJan 2025 to Jun 2025
- Alloy Investment ManagementSep 2024 to Jun 2025
- Wells Fargo Clearing ServicesMay 2023 to Aug 2024
- US Tech SolutionsMay 2023 to Aug 2023
- Fidelity CharitableJul 2022 to Mar 2023
- Eudy's CabinetMay 2022 to Jul 2022
- Big ThaiMar 2021 to Apr 2022
- Ll FlooringMar 2020 to Mar 2021
- Archer HealthcareNov 2019 to Mar 2020
- Cape Fear Country ClubJul 2019 to Mar 2020
- Tillery Tradition Country ClubMay 2019 to Jul 2019
- EnterpriseOct 2018 to May 2019
- Ace Solar and RoofingOct 2018 to Nov 2018
- UnemployedAug 2018 to Oct 2018
- Eudy's CabinetMar 2018 to Aug 2018
- Food LionMar 2016 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7753244
- Firm CRD
- 134139