Reston, VA Freedom Dr. Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

2

Of 3,909 advisors across 2,197 offices

Location

11921 Freedom Dr. Ste 550

Reston VA 20190

Advisors at this office

2

Advisors at this office

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Taylor S

CFP®, Series 63, Series 65

Reston, VA

Cambridge Investment Research Advisors

Taylor Smith is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® designation and Series 63 and 65 licenses. Smith has 13 years of industry experience and has previously worked with Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. Outside the financial industry, Smith serves as president of the StonePoint HOA, where responsibilities include approving expenses, conducting property inspections, and leading community meetings. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals, utilizing various custody and platform options along with 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 S

CFP®, ChFC®, Series 63, Series 65

Reston, VA

Cambridge Investment Research Advisors

Ryan Stille is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. He holds the CFP® and ChFC® designations and previously worked for Northwestern Mutual from 1996 to 2019. He is also the founder of Flowerstone Financial and owner of Stille Group LLC, both independent insurance-related businesses. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services. The firm offers a range of investment solutions through a network of independent professionals using multiple custody platforms and proprietary model strategies.

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