Savannah, GA 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
Savannah GA
Advisors at this office
3
Advisors at this office
Harry H
Series 63, Series 65
Savannah, GA
Cambridge Investment Research Advisors
Harry Haase is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and also has a background as a CPA with accounting and tax preparation services since 1981. His other business activities include work as an independent insurance agent and consulting for an accounting firm. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm provides a range of portfolio management options through various custody platforms, combining proprietary and third-party strategies tailored to client objectives.
James M
Series 63, Series 65
Savannah, GA
Cambridge Investment Research Advisors
James Martin is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 16 years of industry experience. His career includes roles at Unconquered Financial Service, Inc. and several other financial firms dating back to 2009. He is also an independent insurance agent through SmartPro Financial LLC. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, charitable organizations, and trusts, offering services such as financial planning, investment management, and retirement plan advisory. The firm provides diverse investment solutions through independent financial professionals, employing both proprietary and third-party strategies across various custody platforms.
Michael M
Series 63, Series 65
Savannah, GA
Cambridge Investment Research Advisors
Michael Mella is a financial advisor with Cambridge Investment Research Advisors in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Cantella & Co., Inc. for over a decade before joining Cambridge in 2022. Mella also owns and operates Mella Wealth Management in Savannah. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, using a range of portfolio management and model-based solutions tailored to client objectives.
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