Berlin, MD Office
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Cambridge Investment Research Advisors
Institution
Firm-wide stats for Cambridge Investment Research Advisors
About
Cambridge Investment Research Advisors is a large SEC-registered adviser that serves a broad mix of clients—individuals (including both non-HNW and high-net-worth clients), pension and profit‑sharing plans, charitable organizations, trusts and estates, and other retirement-plan sponsors—by offering financial planning, investment management, retirement plan advisory, and financial-wellness services. Services are delivered through a network of independent Financial Professionals and include direct portfolio management, wrap-fee programs (WealthPort), model-based solutions, and referrals to approved third‑party managers.
Investment implementation is offered across multiple custody and platform arrangements (CMAP, FlexMAP, WealthPort, UMA/CAAP) and can be either discretionary or non‑discretionary, with Financial Professionals tailoring strategies to client objectives. The firm maintains both proprietary model strategies under the Founders Gate Capital brand and access to unaffiliated strategists, and the brochure notes that some advisers use tactical approaches and, in a minority of cases, market‑timing services rather than only buy‑and‑hold allocations.
Noteworthy, and less common among peer institutions, is Cambridge’s explicit disclosure of affiliated‑strategy economics and related conflict‑of‑interest controls for Founders Gate Capital, along with documented advisor business relationships that include Financial Professionals who are attorneys or CPAs and may provide or refer legal and accounting services. The brochure also details institutional features tied to the firm’s scale—advisor transition loans/grants and equity participation arrangements, FDIC sweep options, and formal compliance and supervisory processes—which can materially shape how recommendations are selected and implemented.
Expertise
Location
10441 Racetrack Rd Unit #1
Berlin MD 21811
Advisors at this office
4
Advisors at this office
Tylor L
Series 66
Berlin, MD
Cambridge Investment Research Advisors
Tylor Lennox is a Series 66-licensed financial advisor with eight years of industry experience, currently with Cambridge Investment Research Advisors since 2019. Prior to his financial advisory career, he worked in the restaurant industry and has served on the Worcester County Chamber of Commerce board in Ocean Pines. He is also the owner of Lennox Distribution, LLC, a retail sales business. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a large network of independent professionals. The firm provides multiple investment platforms and both discretionary and non-discretionary portfolio management options, with proprietary and third-party model strategies.
Troy L
Series 63, Series 65
Berlin, MD
Cambridge Investment Research Advisors
Troy Lennox is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Cambridge Investment Research since 2009. Outside of his advisory role, he is an independent insurance agent involved with various insurance companies and owns Coastal Wealth Management, LLC, a financial services firm based in Berlin, Maryland. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple platform arrangements and a mix of proprietary and third-party investment strategies.
Andy K
Series 65
Berlin, MD
Cambridge Investment Research Advisors
Andy Kim is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 designation and seven years of industry experience. He has been with Cambridge Investment Research since 2019 and is also the principal of Kim & Associates, PA, a CPA firm he has led since 2001. Outside of his advisory role, he serves on the boards of Coastal Hospice, Inc. and the Community Foundation of the Eastern Shore. 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, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing multiple custody platforms and a range of discretionary and non-discretionary investment strategies.
Harold G
Series 66
Berlin, MD
Cambridge Investment Research Advisors
Harold Gordy III is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 25 years of industry experience. He has been with Cambridge since 2009 and is also the owner of Coastal Wealth Management LLC, where he authored two financial books. Additionally, he has worked as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers a range of portfolio management options including proprietary models, third-party strategists, and flexible custody arrangements tailored to client objectives.
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