Alexa Kathyrn Punturo
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.Apr 2026 to now
- Punturo Financial Services, Inc.May 2024 to now
- Cambridge Investment Research, Inc.Aug 2023 to now
- AdpJun 2022 to May 2024
- Xenex.aiJun 2021 to Sep 2021
- Bernstein & Punturo, Llp/ Punturo Financial Services, Inc.Jun 2020 to Aug 2020
- Bernstein & Punturo, Llp/ Punturo Financial Services, Inc.Jun 2019 to Aug 2019
- Binghamton UniversityAug 2018 to May 2022
- Unemployed & StudentApr 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7795340
- Firm CRD
- 134139