Matthew
Dernis
Cambridge Investment Research Advisors, Inc
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About this Advisor
Matthew Dernis is a certified financial planner based out of Fort Lauderdale, Florida with 5 years of industry experience. Dernis is an employee of Cambridge Investment Research Advisors, Inc. Dernis has gained experience at Investacorp Advisory Services, Investacorp Inc, Associated Investor Services, Inc, Associated Financial Consultants, Inc, Cambridge Investment Research Advisors, Inc, Dernis Financial Consultants, Corp, Fortune 360 Group LLC and Cambridge Investment Research, Inc. Dernis maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Florida. Cambridge Investment Research Advisors, Inc is a registered investment company that has its headquarters in Fairfield, IA. The company has offices in 2,023 locations and a total of 3,352 employees. It manages $82 billion in total assets among its 461,370 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves six charitable organizations. Of its 461,370 customer accounts, just 10% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Cambridge Investment Research Advisors, Inc performs a broad assortment of services, such as 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 management fees vary depending on the services provided. However, fee types charged by Cambridge Investment Research Advisors, Inc can include some blend of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cambridge Investment Research Advisors, Inc Brokerage Details
$82,427,818,654
3,352
461,370
$178,659
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
Matthew Dernis Work History
Matthew has been registered as a financial advisor for 5 years.*
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
Dernis Financial Consultants, Corp
Fortune 360 Group LLC
Fortune 360 Group LLC
Investacorp Advisory Services
Investacorp Inc
Associated Investor Services, Inc
Associated Financial Consultants, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Dernis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cambridge Investment Research Advisors, Inc
Salt Lake City, UT
Tulsa, OK
Ormond Beach, FL
Kennesaw, GA
Roanoke, TX
Staten Island, NY
Brentwood, TN
Fairfield, IA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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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.
