DC
Donna M. Cheswick
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Harrison City, PA
Some features on this profile are disabled
CRD#: 1584317
DC
Professional summary
Donna Marie Cheswick, who also goes by Donna M Cheswick, Donna M Wilson, Donna Marie Wilson, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Harrison City, Pennsylvania and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Moon Township, Pennsylvania.
Donna is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Donna has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Donna M Cheswick | Donna M Wilson | Donna Marie Wilson
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 4/2013, AS ADVISORY REP OF A RIA, INV REL, 60 HRS/MO, 40 HRS/MO TRADING. 2) Cheswick Divorce Solutions LLC, PO Box 491 HARRISON CITY, PA, 04/12/2013, Managing Member, Owner/Partner of a Business Entity, NIR, 20 HRS/MO, 10 HRS/MO TRADING. 3) MEDALLION WEALTH MANAGEMENT INC, 501 Marketplace Avenue, Suite 201, Moon Township PA 15108, 04/2013, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 3 HRS/YR, 3 HRS/YR TRADING. 4) TRUSTEE, HARRISON CITY, PA, 09/2017, F.J.B TRUST, INV REL, 2 HRS/MO, 1 HR/MO TRADING. 5) CRAFTER, HARRISON CITY, PA, 08/2019, CRAFTING GREETING CARDS, NIR, 3 HRS/MO, 0 HR/MO TRADING. 6) COLLABORATIVE LAW ASSOCIATION OF SOUTHWESTERN PA (CLASP), 1386 OLD FREEPORT RD, SUITE 3B, PITTSBURG, PA, 01/2023, BOARD MEMBER, NIR, 1 HR/MO, 0 HR/MO TRADING. 7) INSTITUTE FOR DIVORCE FINANCIAL ANALYSTS - AMBASSADOR, 3622 Lyckan Parkway, Suite 3003, Durham NC 27707, 01/2025, VOLUNTEER CDFA, VOLUNTEER, NIR, 1 HR/MO - 1 HR/MO TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Donna Marie Cheswick's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 12, 2013 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #3: 501 Marketplace Avenue Suite 201, Moon Township, PA 15108RIA
CRD#: 134139
Harrison City, PA
Current
April 12, 2013 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 501 Marketplace Avenue Suite 201, Moon Township, PA 15108BD
CRD#: 39543
Moon Township, PA
Past
May 18, 2012 - April 12, 2013
BPU INVESTMENT MANAGEMENT INC.
RIA
CRD#: 17058
GREENSBURG, PA
Past
March 14, 2003 - April 12, 2013
BPU INVESTMENT MANAGEMENT INC.
BD
CRD#: 17058
GREENSBURG, PA
Past
July 31, 1993 - March 25, 2003
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
Past
April 14, 1992 - July 31, 1993
LEHMAN BROTHERS INC.
BD
CRD#: 7506
NEW YORK, NY
Past
February 14, 1989 - April 13, 1992
PARKER/HUNTER INCORPORATED
BD
CRD#: 7324
PITTSBURGH, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Colorado(1/5/2016)
RR
Connecticut(4/12/2013)
RR
Florida(4/12/2013)
RR
Maryland(4/12/2013)
RR
New York(4/12/2013)
RR
North Carolina(4/12/2013)
RR
Ohio(4/12/2013)
RR
Pennsylvania(4/12/2013)
IAR
Pennsylvania(4/12/2013)
RR
South Carolina(8/15/2013)
RR
Vermont(4/12/2013)
RR
Washington(2/16/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
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Contact information
Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
Phone number
(641) 472-5100
Established
Firm type
Fiscal year end
# of Employees
3,361
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 438,414 |
| AUM (Assets Under Management) | $ 102,413,096,032 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2024 | ||
| 04/29/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
