Rohnert Park, CA 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
1500 Valley House Dr., #210
Rohnert Park CA 94928
Advisors at this office
3
Advisors at this office
Michael C
Series 63, Series 65
Rohnert Park, CA
Cambridge Investment Research Advisors
Michael Calvelli is a financial advisor at Cambridge Investment Research Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cambridge since 2016. Outside of his advisory role, he serves on the board of Friends House, a continuing care community, and on the board of The Julia Gardner Grant Foundation, a charitable organization. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management approaches and proprietary and third-party model strategies.
Edward B
Series 63
Rohnert Park, CA
Cambridge Investment Research Advisors
Edward Bustamante is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 36 years of industry experience, including 12 years at Mutual Securities, Inc. before joining Cambridge Investment Research Advisors in 2020. Cambridge Investment Research Advisors serves a diverse client base ranging from individual investors to institutional retirement-plan sponsors, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides a variety of portfolio management options, including proprietary model strategies and access to third-party managers, tailored to client objectives.
Bruce T
Series 63
Rohnert Park, CA
Cambridge Investment Research Advisors
Bruce Terry is a financial advisor at Cambridge Investment Research Advisors with 35 years of industry experience. He holds a Series 63 designation and has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2020, following a 12-year tenure at Mutual Securities, Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, offering a range of portfolio management and model-based solutions tailored to client objectives.
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