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Enrico B

Series 63

Staten Island, NY

Cambridge Investment Research Advisors

Enrico Bawar is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 license and possessing 31 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for seven years before joining Cambridge in 2022. Bawar serves as President and Board Member of the Rotary Club in Staten Island and holds board positions with several local organizations, including the Philippine Independence Committee of Staten Island and the Community Agency for Senior Citizens. 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 offers financial planning, investment management, and retirement advisory services through a network of independent professionals, featuring both proprietary and third-party investment strategies implemented across multiple platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Alfred M

Series 63

Staten Island, NY

Cambridge Investment Research Advisors

Alfred Marciano is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. He holds the Series 63 designation and has been with Cambridge since 2012. Outside of his advisory role, he is also an independent insurance agent for various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and custody options tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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