Newtown, PA N State St Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

4

Of 3,913 advisors across 2,197 offices

Location

16 N State St

Newtown PA 18940

Advisors at this office

4

Advisors at this office

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Riley M

Series 66

Newtown, PA

Cambridge Investment Research Advisors

Riley Masterson is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Newtown, PA. He has two years of industry experience, having worked with Cambridge Investment Research, Inc. prior to his current role. His background includes positions outside finance, such as at Sycamore Grill and Penn Community Bank. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals of varying net worth, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing a range of portfolio management strategies across multiple platform arrangements.

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

Series 63, Series 65

Newtown, PA

Cambridge Investment Research Advisors

Michael Cice is a financial advisor at Cambridge Investment Research Advisors with 44 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Cambridge since 2012. In addition to his advisory role, he is an independent insurance agent for various insurance companies through GWH Wealth Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services delivered through a network of independent Financial Professionals using a variety of portfolio management approaches.

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

Series 65

Newtown, PA

Cambridge Investment Research Advisors

Stephen Hill is a financial advisor with Cambridge Investment Research Advisors in Newtown, PA, holding a Series 65 designation and seven years of industry experience. He is also a partner at Gilbert, Wilson & Hunter LLP, where he provides tax preparation and accounting services. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and other retirement-plan sponsors. The firm offers a range of services including financial planning, investment management, and retirement plan advisory through a network of independent financial professionals using various investment platforms and strategies.

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

Series 63, Series 65

Newton, PA

Cambridge Investment Research Advisors

Christopher Cice is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 20 years of industry experience and has been with Cambridge Investment Research Advisors since 2012. Outside of his advisory role, he is a principal with Newtown Financial Services, LLC, an independent insurance agency, and serves as a board member of the Tioga County Chamber of Commerce. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement plan advisory through a network of independent professionals, offering customizable investment strategies across multiple platforms and custodial arrangements.

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