Derby, VT Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

2

Of 3,908 advisors across 2,203 offices

Location

34 Up North Drive Unit G

Derby VT 05829

Advisors at this office

2

Advisors at this office

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Rafael S

Series 66

Derby, VT

Cambridge Investment Research Advisors

Rafael Sternbach Le Noury is an investment advisor representative at Cambridge Investment Research Advisors with two years of industry experience. His prior work includes roles at Superplastic, Talkwalker, and Lionsgate. Outside of his advisory work, he is involved with Streetlight Financial, operating under a DBA, and holds an administrative role at another registered investment adviser. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a variety of portfolio management options through independent financial professionals and employs proprietary and third-party model strategies under multiple custody platforms.

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

Series 63, Series 66

Derby, VT

Cambridge Investment Research Advisors

Jacqueline Rupert is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 35 years of industry experience. She has worked at Cambridge since 2012 and previously spent 12 years with Hunt Financial Services. Outside of advising, she is the owner of an accounting, bookkeeping, and payroll services business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, delivering both discretionary and non-discretionary portfolio solutions tailored to client objectives.

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