Newtown, PA Penns Trail Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

2

Of 3,913 advisors across 2,197 offices

Location

6 Penns Trail, Ste. 216

Newtown PA 18940

Advisors at this office

2

Advisors at this office

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Michael S

ChFC®, Series 63, Series 66

Newtown, PA

Cambridge Investment Research Advisors

Michael Sedam is a ChFC® credentialed financial advisor with 22 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and is the owner and CEO of TEN22 Private Wealth, P.C., where he provides securities, financial planning, advisory, and insurance services. His prior experience includes roles at Commonwealth Financial Network and Northwestern Mutual Wealth Management Company. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides multiple portfolio management options that can be tailored to client objectives, including proprietary and third-party model strategies.

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

CFP®, Series 66

Newtown, PA

Cambridge Investment Research Advisors

Ryan Evans is a CFP® with 14 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at TEN22 Private Wealth, P.C., Commonwealth Financial Network, and Northwestern Mutual. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers comprehensive financial planning and investment management services delivered through independent professionals, utilizing proprietary and third-party strategies across various platform arrangements.

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