Tadeusz R. Markow
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
SEATTLE, WA 98199
Some features on this profile are disabled
CRD#: 2307025
Professional summary
Tadeusz Robert Markow, CFP®, who also goes by Ted Markow, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Seattle, Washington and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Seattle, Washington.
Tadeusz is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Tadeusz has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ted Markow
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)MARKOW FINANCIAL GROUP INC, 2015 W DRAVUS ST STE 103, SEATTLE, WA, 6/01/1995 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 80/MO - 40/TRADING.
2)TEMPO APARTMENTS LCC, 2015 W DRAVUS ST, #103, SEATTLE, WA, SINCE 1/1996 AS OWNER AND MANAGING MEMBER OF LLC. NIR - DEVOTES 5 HR/MO - 0/TRADING.
3. CHELAN CABIN LLC, 9576 S LAKESHORE RD,CHELAN, WA, 06/01/2003. MANAGING MEMBER OF LLC THAT OWNS RENTAL PROPERTY. NIR-0/YR-0/TRADING.
4. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING 01/01/08
5. RETAIL AT THE SKY, LLC, 2620 SECOND AVE, SEATTLE, WA, REAL ESTATE INVESTMENT, 08/231/8, NIR, 0/HR/YR- 0/TRADING HR.
CRS (Client Relationship Summary) - RIA
Click below to view Tadeusz Robert Markow'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: 1997
Experience
Current
December 12, 2007 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 2015 West Dravus Ste 103, Seattle, WA 98199RIA
CRD#: 134139
SEATTLE, WA
Current
December 12, 2007 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 2015 West Dravus Street Suite 103, Seattle, WA 98199BD
CRD#: 39543
Seattle, WA
Past
August 13, 2002 - December 14, 2007
1717 CAPITAL MANAGEMENT COMPANY
RIA
CRD#: 4082
SEATTLE, WA
Past
July 13, 1995 - December 14, 2007
1717 CAPITAL MANAGEMENT COMPANY
BD
CRD#: 4082
SEATTLE, WA
Past
August 9, 1993 - July 25, 1995
CONTINENTAL INVESTORS SERVICES, INC.
BD
CRD#: 29775
LONGVIEW, WA
Past
December 24, 1992 - August 10, 1993
INTERPACIFIC INVESTORS SERVICES, INC.
BD
CRD#: 4879
SEATTLE, WA
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(12/14/2007)
RR
California(12/12/2007)
RR
Colorado(11/30/2017)
RR
Connecticut(1/2/2008)
RR
Florida(12/12/2007)
RR
Illinois(1/2/2008)
RR
Massachusetts(10/1/2015)
RR
Michigan(11/30/2017)
RR
Missouri(1/2/2024)
RR
New York(1/2/2008)
RR
Ohio(6/4/2025)
RR
Oklahoma(1/3/2023)
RR
Oregon(12/12/2007)
RR
Pennsylvania(12/12/2007)
RR
Utah(10/17/2025)
RR
Washington(12/12/2007)
IAR
Washington(12/12/2007)
Exams
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.
