Bradley D. Tiche
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
West Sunbury, PA
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CRD#: 2072348
Professional summary
Bradley Darryl Tiche, AIF®, CFP®, ChFC® is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in West Sunbury, Pennsylvania and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Wexford, Pennsylvania.
Bradley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Bradley has worked at 7 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 7, Series 53, Series 4 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) SUMMIT VIEW WEALTH MANAGEMENT LLC, 437 GRANT STREET STE 421 PITTSBURGH, PA, DBA/HOLDING COMPANY FOR OFFICE EXPENSES, PRESIDENT, NIR, 1/MO 0/TRADING 2) INDEPENDENT INSURANCE AGENT, 08/2009 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL, 10/WK 2/WK. 3) NATURAL GAS LEASE, 1051 WEST SUNBURY ROAD WEST SUNBURY PA 16061, LAND OWNER, 08/2011. NIR, 1 HR/YEAR. NONE DURING TRADING. NATURAL GAS LEASE PAYMENT AND POTENTIAL FUTURE ROYALTY PAYMENTS. 4) MUDDY CREEK OUTDOOR VENTURES/FARM, 1051 WEST SUNBURY ROAD WEST SUNBURY, PA 16061. 12/2011, OWNER, AGRICUTURE, NIR, 10 HR/MO 4 HR/MO DURING TRADING. 5) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 10/WK - 2/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 6) SVWM REALTY LLC, 210 WALLACE RD WEXFORD PA 15090, 01/2025, OWNER, REAL ESTATE, NIR, 2 HR/MO 1 HR/MO TRADING. 7) SUMMIT VIEW WEALTH MANAGEMENT, LLC, 210 Wallace Rd, Wexford PA 15090, United States, 03/01/2013, Owner, DBA Name, NIR, 1 HR/MO - 0 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Bradley Darryl Tiche'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®
CFP®
Start date: 2019
Experience
Current
August 10, 2009 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #2: 210 Wallace Rd., Wexford, PA 15090RIA
CRD#: 134139
West Sunbury, PA
Current
August 10, 2009 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 210 Wallace Rd., Wexford, PA 15090BD
CRD#: 39543
Wexford, PA
Past
April 23, 2009 - August 11, 2009
FIRST MIDWEST SECURITIES, INC.
RIA
CRD#: 21786
PITTSBURGH, PA
Past
April 17, 2006 - November 10, 2008
TICHE CAPITAL STRATEGIES LLC
BD
CRD#: 104291
PITTSBURGH, PA
Past
January 5, 2005 - August 11, 2009
FIRST MIDWEST SECURITIES, INC.
BD
CRD#: 21786
PITTSBURGH, PA
Past
March 15, 2001 - January 6, 2005
TICHE CAPITAL STRATEGIES LLC
BD
CRD#: 104291
PITTSBURGH, PA
Past
April 20, 1995 - April 6, 2001
EMMETT A LARKIN COMPANY, INC.
BD
CRD#: 6625
SAN FRANCISCO, CA
Past
August 3, 1994 - March 23, 1995
L.C. WEGARD & CO., INC.
BD
CRD#: 3722
NEW YORK, NY
Past
December 9, 1991 - August 23, 1994
HIBBARD BROWN & CO., INC.
BD
CRD#: 18246
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
Arizona(2/11/2020)
RR
Florida(5/9/2013)
RR
Louisiana(3/9/2011)
RR
Maryland(9/24/2018)
RR
Michigan(3/9/2020)
RR
North Carolina(5/21/2020)
RR
Ohio(5/31/2018)
RR
Pennsylvania(8/10/2009)
IAR
Pennsylvania(8/10/2009)
RR
South Carolina(4/16/2015)
RR
Texas(8/10/2009)
IAR
Texas(4/29/2010)
RR
Virginia(7/9/2013)
RR
West Virginia(1/9/2024)
RR
Wisconsin(2/3/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory 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
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.
