Brett
Pechersky

Cambridge Investment Research Advisors, Inc

CRD#3077893
Investment Advisor
in Monroeville, PA

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About this Advisor

Brett Pechersky is a financial advisor working out of Monroeville, Pennsylvania with 10 years of relevant experience. Pechersky is currently employed by Cambridge Investment Research Advisors, Inc. Throughout their career, Pechersky has worked at Berer Financial Management, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Pechersky holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Pennsylvania and Texas. Cambridge Investment Research Advisors, Inc is a company based in Fairfield, IA. It has offices in 2,023 locations and a total of 3,352 financial advisors. It oversees $82 billion in total assets between its 461,370 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves six charitable organizations. Of its 461,370 accounts, just 10% are associated with high-net-worth individuals who have more than $1 million in investable assets. Cambridge Investment Research Advisors, Inc has 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. Fees for financial management largely are based on the financial services. Fee types billed by Cambridge Investment Research Advisors, Inc can be comprised of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

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

4044 Monroeville Blvd
Monroeville, PA 15146

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,427,818,654

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

3,352

PA Average: 166
Total Number of Accounts

461,370

PA Average: 7,189
Average Account Size

$178,659

PA Average: $1,287,990

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

Brett Pechersky Work History

Brett has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Cambridge Investment Research, Inc

2013 - Present (11 years)

Cambridge Investment Research Advisors, Inc

2001 - Present (23 years)

Berer Financial Management

*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 Brett Pechersky 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

John Ladick
Fairfield, IA
Herbert Modrak
Glen Allen, VA
Laurie Taylor
Ormond Beach, FL
Ryan Bouchard
Kennesaw, GA
Winston Malone
Roanoke, TX
Enrico Bawar
Staten Island, NY
James Hinson
Brentwood, TN
Crescencio Alvarez
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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