ME
Morgan T. Edwards
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
San Antonio, TX 78213
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CRD#: 2439200
ME
Professional summary
Morgan Tyler Edwards SR., who also goes by Morgan Tyler Edwards, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in San Antonio, Texas and CAMBRIDGE INVESTMENT RESEARCH, INC. located in San Antonio, Texas.
Morgan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Morgan has worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Morgan Tyler Edwards
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) THE TEXAS LYCEUM ASSOCIATION INC, 6046 AZALEA LANE DALLAS TX, 01/2024, BOARD MEMBER, NONPROFIT, NIR, 1 HR/MO 1 HR/MO TRADING 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 05/31/2024 3) LOS COMPADRES DE SAN ANTONIO MISSIONS, 6701 SAN JOSE DRIVE SAN ANTONIO TX, 01/2009, BOARD MEMBER, NON-PROFIT, NIR, 2 HR/MO 2 HR/MO TRADING 4) ALAMO HEIGHTS ISD SCHOOL BOARD, 7101 BROADWAY STREET SAN ANTONIO TX, 05/2023, BOARD TRUSTEE, CIVIC, NIR, 12 HR/MO 4 HR/MO TRADING 5) SAN ANTONIO PUBLIC LIBRARY FOUNDATION, 625 SHOOK AVENUE SAN ANTONIO, 01/2002, BOARD MEMBER, CIVIC, NIR, 2 HR/MO 2 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Morgan Tyler Edwards SR.'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
May 31, 2024 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 6800 Park Ten Blvd. Suite 139e, San Antonio, TX 78213RIA
CRD#: 134139
San Antonio, TX
Current
May 29, 2024 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 6800 Park Ten Blvd., Suite 139e, San Antonio, TX 78213BD
CRD#: 39543
San Antonio, TX
Past
March 14, 2022 - April 29, 2024
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
San Antonio, TX
Past
March 14, 2022 - April 29, 2024
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
San Antonio, TX
Past
January 3, 2011 - March 17, 2022
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
SAN ANTONIO, TX
Past
January 3, 2011 - March 17, 2022
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
SAN ANTONIO, TX
Past
June 26, 2000 - January 3, 2011
VOYA FINANCIAL PARTNERS, LLC
RIA
CRD#: 34815
SAN ANTONIO, TX
Past
August 12, 1999 - September 23, 2000
AETNA FINANCIAL SERVICES, INC.
BD
CRD#: 13255
HARTFORD, CT
Past
February 25, 1994 - May 1, 1994
VOYA FINANCIAL PARTNERS, LLC
BD
CRD#: 34815
WINDSOR, CT
Past
February 25, 1994 - January 3, 2011
VOYA FINANCIAL PARTNERS, LLC
BD
CRD#: 34815
SAN ANTONIO, TX
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
Alabama(6/4/2024)
RR
Arizona(6/5/2024)
RR
Arkansas(6/4/2024)
RR
California(6/4/2024)
RR
Colorado(6/4/2024)
RR
Connecticut(6/5/2024)
RR
District of Columbia(5/2/2025)
RR
Florida(6/4/2024)
RR
Georgia(6/4/2024)
RR
Illinois(6/5/2024)
RR
Indiana(6/4/2024)
RR
Iowa(1/2/2025)
RR
Kansas(6/4/2024)
RR
Louisiana(6/5/2024)
RR
Maryland(6/5/2024)
RR
Massachusetts(6/4/2024)
RR
Mississippi(1/2/2025)
RR
Missouri(6/4/2024)
RR
Nevada(1/2/2025)
RR
New Mexico(6/4/2024)
RR
New York(6/4/2024)
RR
North Carolina(6/5/2024)
RR
Ohio(6/5/2024)
RR
Oklahoma(6/4/2024)
RR
Oregon(6/5/2024)
RR
Pennsylvania(6/5/2024)
RR
South Carolina(1/2/2025)
RR
Texas(5/29/2024)
IAR
Texas(5/31/2024)
RR
Washington(6/4/2024)
Exams
State Security Law Exam
General Industry/Product 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
Registered Investment Advisory firm - (2/3/2005 Approved)Upgrade to AdvisorCheck Premium
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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.
