Fort Lauderdale, FL NW. 6th Way Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
6365 NW. 6th Way, Suite 160
Fort Lauderdale FL 33309
Advisors at this office
2
Advisors at this office
Carole E
Series 63, Series 65
Fort Lauderdale, FL
Cambridge Investment Research Advisors
Carole Enisman is a financial advisor with Cambridge Investment Research Advisors in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has worked at Cambridge Investment Research Advisors and related entities since 2019, with prior roles at National Asset Management, National Securities Corp, and Gwfs Equities, Inc. Outside of her advisory work, she is involved with several nonprofit organizations including United Way of Broward County, Joe DiMaggio Children’s Hospital, and Gilda’s Club of South Florida, and she founded Soulful Inspiration, a performing arts initiative. Cambridge Investment Research Advisors is a large SEC-registered advisory firm serving a diverse client base that includes individual investors, retirement plans, charitable organizations, and trusts. The firm offers comprehensive financial planning and investment management services through a network of independent professionals, employing both proprietary and third-party strategies across various custody platforms with discretionary and non-discretionary options.
Evan E
Series 66
Fort Lauderdale, FL
Cambridge Investment Research Advisors
Evan Enisman is a financial advisor with Cambridge Investment Research Advisors in Fort Lauderdale, FL, holding a Series 66 credential and 19 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2019 and had prior roles at National Securities Corporation and Gilman Ciocia, Inc. Enisman is also involved in independent insurance sales and owns tax preparation and bookkeeping businesses. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides a variety of investment strategies across multiple platforms, including proprietary models and third-party managers, with options for discretionary and non-discretionary management tailored to client objectives.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)