Clarence Mercatoris III is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He previously worked at Allegheny Investments Ltd for 13 years before joining Cambridge Investment Research Advisors in 2021. Outside of his advisory role, he is involved as an owner in energy and real estate ventures, including a gas and oil company and a hunting club. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm utilizes both proprietary and third-party investment strategies, providing discretionary and non-discretionary portfolio management across multiple platforms.

Clarence Mercatoris IV is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and six years of industry experience. His career includes roles at Cambridge Investment Research Advisors since 2021 and Allegheny Investments, Ltd in 2020. He is also involved in managing an independent investment-related business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement services through a network of independent advisors, offering both proprietary and third-party strategies across multiple platform arrangements.