Frederick, MD Office

Team

Updated today

Client AUMTotal client AUM

$134,619,620,347

ClientsTotal clients

355,872

AdvisorsAdvisors at this office

Of 3,909 advisors across 2,197 offices

Clients per advisor

Typical

Avg AUM per client

$378,281

Low

HNW client ratio

13%

Typical

Location

Frederick MD

Advisors at this office

David G

Series 66

Frederick, MD

Cambridge Investment Research Advisors

David Goldberg is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. He holds the Series 66 designation and has worked at Cambridge-related firms since 2021. Outside of his advisory role, he serves as interim CEO and board member at Individualized Medicine, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing proprietary and third-party strategies across multiple platform arrangements.

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

Jennifer J

CFP®, Series 63

Frederick, MD

Cambridge Investment Research Advisors

Jennifer Johnson is a CFP® professional with 27 years of industry experience. She has been affiliated with Cambridge Investment Research Advisors and Cambridge Investment Research Inc. since 2013. Johnson also owns JLJ Financial and Jennifer L. Johnson, LLC, through which she has been involved in selling and servicing life and long-term care insurance products. In addition, she has a role in an audio-video design and installation business. Cambridge Investment Research Advisors is a large SEC-registered firm that serves individuals, retirement-plan sponsors, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services. The firm offers both proprietary and unaffiliated investment strategies, with flexible portfolio management options across multiple platforms tailored to client objectives.

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

Geoffrey T

ChFC®, Series 63, Series 65

Frederick, MD

Cambridge Investment Research Advisors

Geoffrey Tomasetti is a financial advisor with Cambridge Investment Research Advisors in Frederick, MD, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience and has been with Cambridge Investment Research Advisors since 2015. Tomasetti is also president of Tomasetti Wealth Management LLC and operates as an independent insurance agent under Montgomery Financial Partners. 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, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing proprietary and third-party investment strategies with multiple platform and custody options.

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

See all

View complete list of advisors at this office

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.

Find your advisor

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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support