Wayne, PA E. Lancaster Ave Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

3

Of 3,908 advisors across 2,203 offices

Location

515 E. Lancaster Ave

Wayne PA 19087

Advisors at this office

3

Advisors at this office

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Peter G

Series 63, Series 66

Wayne, PA

Cambridge Investment Research Advisors

Peter Gaunt is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and having 16 years of industry experience. His previous experience includes roles at PNC Investments, Citizens Securities, and Wells Fargo. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, offering services such as financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm provides both proprietary and third-party model strategies and supports varied implementation approaches tailored to client objectives.

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

Series 63, Series 65

Wayne, PA

Cambridge Investment Research Advisors

Frank Grabuski is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 19 years of industry experience. He previously worked at Wharton Retirement Consultants, Wharton Advisory Group, and LPL Financial. Grabuski is also the founder and CEO of Radnor Wealth Advisors and serves as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions across multiple platforms, including proprietary model strategies and access to unaffiliated strategists.

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

Series 63

Wayne, PA

Cambridge Investment Research Advisors

Kumud Gandhi is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 39 years of industry experience, including 14 years with Cambridge Investment Research. Outside of advisory work, he owns and operates a tax preparation and planning business. 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 advisory services through independent Financial Professionals, utilizing various portfolio management approaches and platform arrangements.

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