Milton, GA Crabapple Rd. Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

3

Of 3,908 advisors across 2,203 offices

Location

12640 Crabapple Rd., Ste. 300

Milton GA 30004

Advisors at this office

3

Advisors at this office

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Patricia W

Series 63, Series 65

Milton, GA

Cambridge Investment Research Advisors

Patricia Winske is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2019 and has been associated with Nettuno & Associates since 2005, where she serves as Compliance Director. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, utilizing multiple platform arrangements and a combination of proprietary and third-party strategies tailored to client objectives.

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

Series 63, Series 66

Milton, GA

Cambridge Investment Research Advisors

Daniel Bisese is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cambridge since 2019, previously serving at FSC Securities Corp. In addition to his advisory role, he operates as an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm provides multiple investment platforms and strategies, including proprietary and third-party model solutions, with an emphasis on tailored client approaches.

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

Series 63, Series 66

Milton, GA

Cambridge Investment Research Advisors

Anthony Nettuno is a financial advisor with Cambridge Investment Research Advisors based in Milton, GA. He holds Series 63 and Series 66 licenses and has 36 years of industry experience. Prior to joining Cambridge in 2019, he worked at FSC Securities Corporation for 16 years and has operated Nettuno & Associates, Inc. since 1997. He also serves as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using a variety of portfolio management strategies and platform arrangements.

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