Blechertown, MA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$134,619,620,347
ClientsTotal clients
355,872
AdvisorsAdvisors at this office
2
Of 3,908 advisors across 2,203 offices
Location
37 Main St.
Blechertown MA 01007
Advisors at this office
2
Advisors at this office
Colleen B
Series 63, Series 65
Belchertown, MA
Cambridge Investment Research Advisors
Colleen Bianco is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has eight years of industry experience. She has been affiliated with Cambridge Investment Research Advisors since 2019 and with LePage Financial Group since 2013. In addition to her advisory work, she is an independent insurance agent representing 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 independent Financial Professionals, utilizing a range of portfolio management approaches and custody platforms tailored to client objectives.
Steven L
Series 63, Series 66
Blechertown, MA
Cambridge Investment Research Advisors
Steven Lepage is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Cambridge Investment Research Advisors since 2011. Outside of advising, he is an independent insurance agent through Lepage Insurance & Financial Services Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement-plan sponsors, and charitable organizations by providing financial planning, investment management, and retirement plan advisory services through a broad network of independent professionals. The firm offers a range of portfolio management strategies across multiple platforms, including proprietary models and access to third-party managers.
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