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RC

Robert J. Cryts

CAMBRIDGE FINANCIAL SERVICES
Pelham, NH
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CRD#: 2194707
RC

Professional summary


Robert John Cryts is a registered financial advisor currently at CAMBRIDGE FINANCIAL SERVICES located in Pelham, New Hampshire.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Robert has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

top-8-questions

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.
NAME OF OTHER BUSINESS: CAMBRIDGE FINANCIAL SERVICES LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY BUSINESS START DATE: 2016 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF TRADING HOURS PER WEEK: 32.5 POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES NAME OF OTHER BUSINESS: CAMBRIDGE FINANCIAL SERVICES LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 2016 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF TRADING HOURS PER WEEK: 32.5 POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 9/2016, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF TRADING HOURS PER WEEK: 32.5, POSITION/TITLE/RELATIONSHIP: AGENT, BRIEF DESCRIPTION OF DUTIES: LIFE & ANNUITIES.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Robert John Cryts'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®
None

Experience


Current

December 21, 2016 - Present

CAMBRIDGE FINANCIAL SERVICES

RIA
CRD#: 284612
Pelham, NH
Past

March 21, 2024 - June 5, 2025

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
PELHAM, NH
Past

October 3, 2016 - March 21, 2024

CETERA ADVISORS LLC

RIA
CRD#: 10299
PELHAM, NH
Past

October 3, 2016 - June 5, 2025

CETERA ADVISORS LLC

BD
CRD#: 10299
PELHAM, NH
Past

February 27, 2012 - October 3, 2016

INVESTORS CAPITAL CORP.

RIA
CRD#: 30613
WOBURN, MA
Past

May 13, 1998 - October 3, 2016

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
WOBURN, MA
Past

April 7, 1998 - April 29, 1998

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
Past

July 28, 1993 - April 7, 1998

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
WALTHAM, MA
Past

March 16, 1993 - July 29, 1993

G.R. STUART & COMPANY, INC.

BD
CRD#: 29101
MAYNARD, MA
Past

December 11, 1991 - March 16, 1993

FINANCIAL SECURITIES NETWORK,INC.

BD
CRD#: 16153

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.

Highlighted states indicate IAR registrations

IAR
Massachusetts
(12/21/2016)

Exams


State Security Law Exam
IAR
Series 65
Date: 2/17/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


CF
CAMBRIDGE FINANCIAL SERVICES
CAMBRIDGE FINANCIAL SERVICES | CRYTS, ROBERT J | CAMBRIDGE FINANCIAL SERVICES, LLC

CRD#: 284612 / SEC#:

Massachusetts
Registered Investment Advisory firm - (12/21/2016 Approved)
New Hampshire
Registered Investment Advisory firm - (6/6/2025 Approved)
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Contact information


Main Address
Pelham, NH
Mailing Address
Phone number
(978) 256-1820
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts52
AUM (Assets Under Management)$ 5,000,000

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.

Company Information


CAMBRIDGE FINANCIAL SERVICES

CRD#: 284612Pelham, NH

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Contact information


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