Charlie
Pesiridis
Cambridge Investment Research Advisors, Inc
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About this Advisor
Charlie Pesiridis is a financial advisor based in Hollis, New Hampshire with 1 year of industry experience. Pesiridis currently works for Cambridge Investment Research Advisors, Inc. Throughout their career, they have worked at Gwfs Equities, Inc/Great-West Life & Annuity Ins, Putnam Investments, Gwfs Equities Inc, Santander Bank, Na, Santander Securities, LLC, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Pesiridis holds Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Iowa and New Hampshire. Cambridge Investment Research Advisors, Inc is a financial advisory company based out of Fairfield, IA. The firm has offices in 2,023 locations and a total of 3,352 people on staff. It handles $82 billion in total assets among its 461,370 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises six charitable organizations. Of its 461,370 accounts, just 10% belong to high-net-worth investors who have at least $1 million in assets. The firm performs a number 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 fee schedules typically depend on which services the firm provides the client. Fees billed by Cambridge Investment Research Advisors, Inc can consist 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
Charlie Pesiridis Work History
Charlie has been registered as a financial advisor for 1 years.*
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Santander Bank, Na
Santander Securities, LLC
Putnam Investments
Gwfs Equities Inc
Gwfs Equities, Inc/Great-West Life & Annuity Ins
*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 Charlie Pesiridis 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
South Haven, MI
Cleveland, OH
Salt Lake City, UT
Ann Arbor, MI
Roanoke, TX
Staten Island, NY
Kennesaw, GA
Glen Allen, VA
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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