Vineland, NJ E. Chestnut Ave. 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.
Location
1138 E. Chestnut Ave., Ste. 2 A
Vineland NJ 08360
Advisors at this office
4
Advisors at this office
Dominic R
Series 66
Vineland, NJ
Cambridge Investment Research Advisors
Dominic Romano is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and having 10 years of industry experience. He previously worked at Cantella & Co., Inc. for eight years before joining Cambridge in 2022. Outside of his advisory role, he is involved in tax preparation through Romano Tax and Business Consultants LLC and owns Romano Buonadonna Financial Services LLC. 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 financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of portfolio management and model-based strategies tailored to client needs.
Anthony R
Series 63, Series 66
Vineland, NJ
Cambridge Investment Research Advisors
Anthony Romano is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 credentials. He has 33 years of industry experience and previously worked at Cantella & Co., Inc. for over a decade. Romano is involved in nonprofit governance as a secretary and board member of Suraj Eye, a New Jersey nonprofit organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.
Brett B
Series 63
Vineland, NJ
Cambridge Investment Research Advisors
Brett Buonadonna is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 30 years of industry experience. His prior roles include more than a decade at Cantella & Co., Inc. and ongoing involvement with Romano & Buonadonna Financial Services, LLC. He also serves as an independent insurance agent and is a board member of CEO Group in Vineland, NJ. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, with investment options across various platforms and models tailored to client objectives.
Carol S
Series 66
Vineland, NJ
Cambridge Investment Research Advisors
Carol Sumoski is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has 12 years of industry experience and previously worked at Edward Jones and Cantella & Co., Inc. Sumoski serves as a board member of the Shiloh Zoning Board in New Jersey. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through financial planning, investment management, and retirement advisory services. The firm offers a range of portfolio management strategies via multiple custody platforms and supports both discretionary and non-discretionary approaches tailored to client objectives.
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