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Robert M
Series 63, Series 65
New Castle, PA
Cambridge Investment Research Advisors
Robert Mrozek is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Cambridge Investment Research Advisors since 2016, following prior roles at StoneX Advisors Inc. and Wrp Investments, Inc. Outside of his advisory work, he operates an independent insurance agency and is involved in managing short-term rental properties. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension funds, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm utilizes multiple platforms for discretionary and non-discretionary management and provides access to third-party advisers and proprietary model strategies.
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