Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 20264K Social Security Database Cleanup Corrects 50 Million RecordsFP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities

Financial ADVSR advisor directory · SEC adviser records

Cambridge Investment Research Advisors, Inc. financial advisors in Great Neck, NY

Every SEC-registered investment adviser representative at a Cambridge Investment Research Advisors, Inc. office in Great Neck, A to Z.

The short answer

7 registered advisors work at Cambridge Investment Research Advisors, Inc. in Great Neck, out of 3,549 at the firm nationwide; it ranks number 4 in the city by advisors. 1 list the CFP designation and 7 are also registered broker representatives.

Cambridge Investment Research Advisors, Inc. advisors in Great Neck, A to Z

Every Cambridge Investment Research Advisors, Inc. advisor →

Cambridge Investment Research Advisors, Inc. advisors in other cities

Fairfield, IA 101Cincinnati, OH 44Wichita, KS 31Bradenton, FL 29Charlotte, NC 24Des Moines, IA 24Houston, TX 24Phoenix, AZ 21Omaha, NE 20Virginia Beach, VA 20Pittsburgh, PA 19Overland Park, KS 18Farmington Hills, MI 16Fort Collins, CO 16Richmond, VA 16

Other firms in Great Neck

All Great Neck advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 51J.P. Morgan Securities LLC 9Transamerica Financial Advisors, LLC 8Citigroup Global Markets Inc. 6Ameriprise Financial Services, LLC 5LPL Enterprise, LLC 5Palumbo Wealth Management LLC 4Generation Wealth Management 3

Questions

How many financial advisors does Cambridge Investment Research Advisors, Inc. have in Great Neck?

7 investment adviser representatives are registered at Cambridge Investment Research Advisors, Inc. offices in Great Neck, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 3,549 nationwide. 1 list the CFP designation and 7 are also registered as broker representatives.

Is Cambridge Investment Research Advisors, Inc. one of the largest advisor employers in Great Neck?

Cambridge Investment Research Advisors, Inc. ranks number 4 in Great Neck by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 51.

How do I check a Cambridge Investment Research Advisors, Inc. advisor in Great Neck?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Cambridge Investment Research Advisors, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.