Norwalk, CT Office

Diony Concepcion is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 licenses and over 23 years of industry experience. His prior roles include positions at Bank of America, Merrill, Morgan Stanley, and Ameriprise. Outside of advisory work, he owns an insurance and benefits agency and works as a contractor driver for ridesharing services. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages assets through multiple platforms and custodians and provides access to proprietary model strategies as well as third-party advisers.

Norman De Angelis is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. He holds the Series 66 designation and has worked at firms including Ameriprise, Mass Mutual Life Insurance Company, and Merrill. In addition to his advisory role, he is an independent insurance agent. Cambridge Investment Research Advisors serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers access to multiple platforms, third-party advisers, and proprietary model strategies.

Felix Serrano is a CFP® and Series 66 licensed advisor with 26 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2013 and previously held positions at Westport Resources Management Inc and Merrill. Serrano serves on the board of directors for the Greater Norwalk Chamber of Commerce. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, custodians, and proprietary model strategies.

Steven Ortega is a financial advisor at Cambridge Investment Research Advisors with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked with Westport Resources Management Inc, Banc of America Investment Services, Inc., and Quick & Reilly, Inc. Outside of his advisory role, Ortega is an independent insurance agent with Guidelight Financial. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm utilizes multiple platforms and custodians and provides access to third-party advisers and proprietary model strategies.