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, working with Cambridge Investment Research Advisors, Inc. Charlie has previously held positions 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. Charlie has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Iowa and New Hampshire. Currently, Charlie is part of Cambridge Investment Research Advisors, Inc, which operates out of Hollis, New Hampshire. The firm has 2,192 offices and 3,312 employees. The firm manages assets totaling $87.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Cambridge Investment Research Advisors, Inc includes asset-based, hourly, fixed, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cambridge Investment Research Advisors, Inc Brokerage Details
$87,368,733,496
3,312
448,526
$194,791
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
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
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.
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