VM
Victorino S. Manlapaz
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Bethesda, MD 20817
Some features on this profile are disabled
CRD#: 2675628
VM
Professional summary
Victorino Santos Manlapaz, CFP®, who also goes by VIctor Vic, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Bethesda, Maryland and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Annapolis, Maryland.
Victorino is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Victorino has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 52 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Victor Vic
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. OWN RENTAL PROPERTY, 1701 NORDIC HILL CIRCLE, SILVER SPRING, MD 20906, OWNER, NON-INVESTMENT RELATED, SINCE 9/1/05, NO TIME DURING TRADING HOURS. 2. LEGACY FINANCIAL GROUP, LLC, 888 BESTGATE ROAD, SUITE 205, ANNAPOLIS, MD 21401, BEGAN 1/1/2014 AS PRESIDENT. NOT INVESTMENT RELATED. DEVOTES 20 HOURS/WEEK, 20 HOURS DURING TRADING. 3. NASSAU VILLAGE CONDO ASSOCIATION, 9307 CHESAPEAKE DRIVE, OCEAN CITY, MD 21842 ; BEGAN 10/11/2014 ; AS BOARD MEMBER ; NOT INVESTMENT RELATED ; DEVOTES 5 HRS/YR ; NONE DURING TRADING HOURS ; NON-PROFIT. 4. LEGACY FINANCIAL, 888 Bestgate Road, Suite #305, ANNAPOLIS, MD, 11/2013 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 2/MO - 2/TRADING. 5. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 40/WK - 30/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 6.TAG ADVISORS GROUP, 6903 Rockledge Drive, Suite 230, Bethesda MD 20817, United States, 08/25/2023, OSJ, Employee (receive a W-2), INV REL, 100HR/MO - 100HR/MO TRADING 7. LEGACY WEALTHCARE, LLC., 6903 Rockledge Drive, Suite 230, Bethesda MD 20817, United States, 06/12/2024, DBA, Using a Trade Name/dba, NIR, 0HR/MO - 0HR/MO TRADING 8.VIC MANLAPAZ, 10263 Gandy Blvd, #216, St. Petersburg FL 33702, United States, 09/01/2005, Owner, Real Estate, NIR, 0HR/MO - 0HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Victorino Santos Manlapaz'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: 2010
Experience
Current
November 4, 2013 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 6903 Rockledge Dr Ste. 230, Bethesda, MD 20817Office #2: 888 Bestgate Rd Ste 315, Annapolis, MD 21401RIA
CRD#: 134139
Bethesda, MD
Current
November 4, 2013 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 888 Bestgate Rd. Suite 305, Annapolis, MD 21401Office #2: 6903 Rockledge Dr. Ste 230, Bethesda, MD 20817BD
CRD#: 39543
Annapolis, MD
Past
November 8, 2011 - November 20, 2013
LPL FINANCIAL LLC
RIA
CRD#: 6413
ANNAPOLIS, MD
Past
November 7, 2011 - November 20, 2013
LPL FINANCIAL LLC
BD
CRD#: 6413
ANNAPOLIS, MD
Past
February 23, 2005 - December 31, 2011
CANTWELL FINANCIAL SERVICES INC
RIA
CRD#: 121728
SILVER SPRING, MD
Past
November 24, 1997 - November 8, 2011
GROVE POINT INVESTMENTS, LLC
BD
CRD#: 1763
SILVER SPRING, MD
Past
November 17, 1995 - May 8, 1997
AMERIPRISE ADVISOR SERVICES, INC.
BD
CRD#: 5979
DETROIT, MI
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(2/2/2024)
RR
Arizona(9/4/2014)
RR
Arkansas(2/6/2024)
RR
California(11/4/2013)
RR
Colorado(2/5/2024)
RR
Connecticut(2/2/2024)
RR
Delaware(11/6/2013)
RR
District of Columbia(11/15/2013)
RR
Florida(11/6/2013)
RR
Georgia(11/4/2013)
RR
Hawaii(11/7/2013)
RR
Illinois(11/8/2013)
RR
Indiana(2/7/2024)
RR
Iowa(1/6/2020)
RR
Kansas(2/2/2024)
RR
Kentucky(2/18/2025)
RR
Louisiana(2/7/2024)
IAR
Maryland(11/4/2013)
RR
Maryland(11/6/2013)
RR
Massachusetts(11/5/2013)
RR
Michigan(2/6/2024)
RR
Minnesota(2/2/2024)
RR
Missouri(5/22/2025)
RR
Montana(2/6/2024)
RR
Nebraska(2/2/2024)
RR
Nevada(1/18/2023)
RR
New Hampshire(5/20/2021)
RR
New Jersey(11/7/2013)
RR
New Mexico(6/22/2022)
RR
New York(11/6/2013)
RR
North Carolina(11/7/2013)
RR
Ohio(2/2/2024)
RR
Oklahoma(2/5/2024)
RR
Oregon(2/2/2024)
RR
Pennsylvania(11/8/2013)
RR
Rhode Island(1/27/2017)
RR
South Carolina(2/5/2024)
RR
Tennessee(2/5/2024)
RR
Texas(7/10/2017)
IAR
Texas(7/10/2017)
RR
Vermont(6/4/2024)
RR
Virginia(11/4/2013)
RR
Washington(11/4/2013)
RR
West Virginia(2/12/2024)
RR
Wisconsin(4/20/2018)
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
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.
