Brentwood, TN Chadwick Dr. Office

Team
Updated today
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Cambridge Investment Research Advisors

Institution

Firm-wide stats for Cambridge Investment Research Advisors

Total advisors

3,911

Across 2,197 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Cambridge Investment Research Advisors, Inc. serves a broad mix of individual and institutional clients — including pension and charitable organization clients — by providing financial planning, ongoing investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of Financial Professionals and manages a multi‑billion dollar asset base while offering account implementation across multiple platforms and custodians.

The firm supports both discretionary and non‑discretionary management via platforms described in the brochure (CMAP, FlexMAP and the WealthPort wrap program), offers access to unaffiliated third‑party advisers and sub‑advisors, and maintains proprietary model strategies under the Founders Gate Capital brand. The brochure also notes some Financial Professionals offer tactical services such as market‑timing strategies and that a subset of advisers maintain outside professional practices (including accounting and legal services) and may refer clients to those practices.

Notable distinctions in the brochure include the firm’s development and distribution of affiliated model strategies (Founders Gate Capital), with disclosed strategist fees and related conflict‑of‑interest procedures, and detailed governance around platform and third‑party relationships. The brochure also discloses recent regulatory matters — including an SEC consent with restitution and penalties totaling approximately $13.2 million (2025) and a Delaware consent order with penalties and restitution of about $1.05 million (2026) — and describes supervisory and procedural changes the firm has put in place.

Based on Cambridge Investment Research Advisors

Expertise

Annuities Retirement plans for business owners (SEP, solo 401k)

Based on Cambridge Investment Research Advisors

Location

7003 Chadwick Dr., Ste. 340

Brentwood TN 37027

Advisors at this office

4

Advisors at this office

user avatar

Michael K

Series 63, Series 65

Brentwood, TN

Cambridge Investment Research Advisors

Michael King is a financial advisor with Cambridge Investment Research Advisors in Brentwood, TN. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including prior work at Waddell & Reed. Outside of advising, King is involved as a partner in Genesis College Funding Solutions, assisting clients with financial aid strategies, and manages a website focused on the college aid process. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Annuities Retirement plans for business owners (SEP, solo 401k)
user avatar

Hunter B

Series 63, Series 66

Brentwood, TN

Cambridge Investment Research Advisors

Hunter Berry is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Cambridge, he worked at Jackson National Life Distributors for four years. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.

Annuities Retirement plans for business owners (SEP, solo 401k)
user avatar

Zachary P

Series 63, Series 66

Brentwood, TN

Cambridge Investment Research Advisors

Zachary Pagano is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has four years of industry experience, including previous roles at Jackson National Life Distributors and Residential Investment Advisors. Outside of his advisory work, he is involved in food and beverage service and works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations. The firm provides financial planning, investment management, and retirement-plan advisory services through various platforms, managing a multi-billion dollar asset base.

Annuities Retirement plans for business owners (SEP, solo 401k)
user avatar

Jonathan P

Series 63

Brentwood, TN

Cambridge Investment Research Advisors

Jonathan Pagano is a financial advisor with Cambridge Investment Research Advisors in Brentwood, TN, holding a Series 63 designation and over 26 years of industry experience. He has been with Cambridge Investment Research and its advisory affiliate since 2003. Outside of advising, he is also a musician playing piano and guitar. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides access to multiple platforms and third-party advisers, utilizing proprietary model strategies under the Founders Gate Capital brand.

Annuities Retirement plans for business owners (SEP, solo 401k)
View complete list of advisors at this office
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