Tadeusz
Markow

Cambridge Investment Research Advisors, Inc

CRD#2307025
Investment Advisor
in Seattle, WA
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About this Advisor

Tadeusz Markow is a certified financial planner working in Seattle, Washington, with 23 years of work experience. Markow is on the advisory team at Cambridge Investment Research Advisors, Inc. Their career trajectory has included roles at Markow Financial Group, Inc, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Markow has a Series 63 license, designating them as a securities representative, and is approved to serve investors in Washington. Cambridge Investment Research Advisors, Inc is an advisory firm based out of Seattle, Washington. The investment advisory business has offices in 1,728 locations and a total of 2,672 advisors. It administers $40 billion in assets under management between its 225,374 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 175 charities and foundations. Of its 225,374 customer accounts, just 7% are associated with high-net-worth investors who have more than $1 million in assets. Cambridge Investment Research Advisors, Inc offers a broad set 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 advice largely vary depending on the type of financial services offered. However, fee types billed by Cambridge Investment Research Advisors, Inc may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

23 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

Disclosures

Yes

Office Location

2015 West Dravus Ste 103
Seattle, WA 98199

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$40,310,842,455

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

2,672

WA Average: 166
Total Number of Accounts

225,374

WA Average: 7,189
Average Account Size

$178,862

WA 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

Tadeusz Markow Work History

Tadeusz has 23 years of experience.

2007 - Present (12 years)

Cambridge Investment Research, Inc

2007 - Present (12 years)

Cambridge Investment Research Advisors, Inc

1995 - Present (24 years)

Markow Financial Group, Inc

Disclosures

Tadeusz Markow has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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