North Chesterfield, VA Office
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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
North Chesterfield VA
Advisors at this office
4
Advisors at this office
Thomas C
Series 63, Series 66
North Chesterfield, VA
Cambridge Investment Research Advisors
Thomas Camuso is a financial advisor at Cambridge Investment Research Advisors with 16 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Cadaret Grant & Co., Inc. and M&T Securities. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, employing a variety of portfolio management strategies and custody arrangements tailored to client objectives.
Gail W
CFP®, Series 63, Series 66
North Chesterfield, VA
Cambridge Investment Research Advisors
Gail Waldman is a CFP® with 25 years of experience in the financial industry. She is currently affiliated with Cambridge Investment Research Advisors and has held previous roles at Waldman Financial Advisers and Cambridge Investment Research, Inc. Outside of her advisory work, she serves as a mediator for a variety of issues in Maryland and Virginia and volunteers with a custom laser engraving business. Cambridge Investment Research Advisors serves a broad client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of investment implementation options, including proprietary model strategies and access to unaffiliated strategists, with both discretionary and non-discretionary approaches tailored to client objectives.
Mark W
CFP®, Series 63
North Chesterfield, VA
Cambridge Investment Research Advisors
Mark Waldman is a CFP® with 42 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2024. He previously led Waldman Financial Advisers for 16 years and has maintained a long-standing role with Cambridge Investment Research, Inc. He also conducts retirement planning seminars for federal agencies and has been involved with the Federal Times Newspaper for over 30 years. 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 a wide range of financial planning and investment management services through a network of independent professionals, utilizing proprietary model strategies and multiple platform arrangements tailored to client objectives.
Stephen M
Series 63, Series 66
North Chesterfield, VA
Cambridge Investment Research Advisors
Stephen Molinelli is a financial advisor at Cambridge Investment Research Advisors with 38 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Main Street Private Advisors, APW Capital, Purshe Kaplan Sterling Investments, and Insight Private Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing various portfolio management strategies and platform arrangements.
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