DS
Donna Sudyn
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Rochester, NY 14618
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CRD#: 1777480
DS
Professional summary
Donna Sudyn, who also goes by Donna M Gominiak, Donna Marie Gominiak, Donna Truskowski Gominiak, Donna M Sudyn, Donna M Truskowski, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Rochester, New York and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Rochester, New York.
Donna is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Donna has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Donna M Gominiak | Donna Marie Gominiak | Donna Truskowski Gominiak | Donna M Sudyn | Donna M Truskowski
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. FOCUSED WEALTH ADVISORS, 140 Allens Creek Rd, Suite 110, Rochester NY 14618, United States, 11/03/2025, Agent, DBA Name, NIR, 80 HR/MO - 80 HR/MO TRADING 2. CIRA, 140 Allens Creek Rd, Suite 110, Rochester NY 14618, United States, 11/03/2025, Investment Advisor Representative, 1099, NIR, 80 HR/MO - 80 HR/MO TRADING 3. INSURANCE, 5360 Genesee St, suite 203, Cheektowaga NY 14026, United States, 11/03/2025, Agent, Insurance/Benefits/Human Resources, NIR, 80 HR/MO - 80 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Donna Sudyn'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
November 3, 2025 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 140 Allens Creek Rd. Ste. 110, Rochester, NY 14618Office #2: 5360 Genesee St. Ste. 203, Bowmansville, NY 14026RIA
CRD#: 134139
Rochester, NY
Current
November 3, 2025 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 140 Allens Creek Rd. Ste. 110, Rochester, NY 14618Office #2: 5360 Genesee St. Ste. 203, Bowmansville, NY 14026BD
CRD#: 39543
Rochester, NY
Past
June 14, 2024 - November 5, 2025
OSAIC WEALTH, INC.
RIA
CRD#: 23131
Depew, NY
Past
June 14, 2024 - November 5, 2025
OSAIC WEALTH, INC.
BD
CRD#: 23131
Depew, NY
Past
May 14, 2021 - June 14, 2024
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
LANCASTER, NY
Past
January 4, 2021 - June 14, 2024
SECURITIES AMERICA, INC.
BD
CRD#: 10205
LANCASTER, NY
Past
October 6, 2010 - December 14, 2020
KEY INVESTMENT SERVICES LLC
BD
CRD#: 136300
DEPEW, NY
Past
June 6, 2007 - October 15, 2010
CITIZENS SECURITIES, INC.
BD
CRD#: 39550
WEST SENECA, NY
Past
May 1, 1995 - May 25, 2007
M&T SECURITIES, INC.
BD
CRD#: 17358
CHEEKTOWAGA, NY
Past
June 3, 1991 - May 1, 1995
IFMG SECURITIES, INC.
BD
CRD#: 14416
PURCHASE, NY
Past
January 25, 1988 - October 15, 1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
BD
CRD#: 2873
NEW YORK, NY
Past
January 25, 1988 - July 3, 1991
MONY SECURITIES CORPORATION
BD
CRD#: 4386
NEW YORK, NY
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
California(11/3/2025)
RR
New York(11/3/2025)
IAR
New York(11/3/2025)
RR
North Carolina(11/5/2025)
RR
South Carolina(11/3/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRD#: 134139Rochester, NY 14618TRUST BUT VERIFY
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