Connellsville, PA Office
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Cambridge Investment Research Advisors
Institution
Firm-wide stats for Cambridge Investment Research Advisors
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.
Expertise
Location
815 C Memorial
Connellsville PA 15425
Advisors at this office
2
Advisors at this office
Donald F
Series 63, Series 65
Connellsville, PA
Cambridge Investment Research Advisors
Donald Fetsko Jr. is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 28 years of industry experience. His work history includes roles at Cambridge Investment Research Advisors, Trustmont Advisory Group, LPL Financial, and Invest Financial Corporation. Outside of his advisory work, he serves as Marketing Director for a family-owned business, A&I Fire. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutions such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, utilizing multiple platforms and custodians, and provides access to both discretionary and non-discretionary management solutions.
Max H
Series 63
Connellsville, PA
Cambridge Investment Research Advisors
Max House Jr. is a Series 63-credentialed financial advisor with 42 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2018, and previously spent 18 years at Trustmark Financial Group. Outside of his advisory role, House serves as President of the Connellsville Chamber of Commerce, sits on the board of Highlands Hospital, and is involved with the FayPenn Economic Development Council. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides both discretionary and non-discretionary management across multiple platforms, supports third-party advisers and sub-advisors, and maintains proprietary model strategies under the Founders Gate Capital brand.
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