Cambridge Investment Research Advisors, Inc

Investment Advisor
in Pensacola, FL

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About this Advisor

Brent Wadzita is a financial advisor based in Pensacola, Florida, with 10 years of financial industry experience. Wadzita currently works for Cambridge Investment Research Advisors, Inc. During their career, the advisor has held roles at Liberty Tax Service, Capital Choice Financial Services, Ccf Investments, Inc, Capital Choice Investments Advisers, Ameritas Investment Corp, Transition To Freedom Inc, Thought Stamp LLC, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Wadzita maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida and Texas. Cambridge Investment Research Advisors, Inc is a registered investment company that has its headquarters in Pensacola, Florida. The company has offices in 2,023 locations and a total of 3,264 employees. It manages $82 billion in assets across its 382,713 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to five charitable organizations. Of its 382,713 customer accounts, just 11% belong to high-net-worth clients who have at least $1 million in investable assets. Cambridge Investment Research Advisors, Inc performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. Financial advisory fee schedules largely depend on which service is offered. Fee types billed by Cambridge Investment Research Advisors, Inc most likely are comprised of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others



Office Location

3298 Summit Blvd, Ste. 32
Pensacola, FL 32503

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management


FL Average: $9,259,360,772
Total Number of Employees


FL Average: 166
Total Number of Accounts


FL Average: 7,189
Average Account Size


FL Average: $1,287,990

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Market timing services
  • Educational seminars/workshops

Brent Wadzita Work History

Brent has 10 years of experience.

2017 - Present (6 years)

Cambridge Investment Research, Inc

2017 - Present (6 years)

Cambridge Investment Research Advisors, Inc

2016 - Present (7 years)

Transition To Freedom Inc

2016 - Present (7 years)

Thought Stamp LLC

2017 - 2017 (< 1 year)

Ameritas Investment Corp

2016 - 2017 (1 year)

Capital Choice Investments Advisers

2014 - 2017 (3 years)

Ccf Investments, Inc

2013 - 2017 (4 years)

Capital Choice Financial Services

2012 - 2013 (1 year)

Liberty Tax Service


Brent Wadzita has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cambridge Investment Research Advisors, Inc

Ashish Phansopkar
Phoenix, AZ
Colleen Neuendorffer
Atlanta, GA
Mark Kaufman
Midland, TX
Anthony Rich
Saint Louis, MO
Brian Siems
Fairfield, IA
Brent Wadzita
Pensacola, FL
Lindsey Klinkhammer
Northfield, MN
Stephanie Olson
San Anselmo, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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