DA
Donald R. Angel
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
MURRYSVILLE, PA 15668
Some features on this profile are disabled
CRD#: 4550630
DA
Professional summary
Donald Robert Angel, who also goes by Don Robert Angel, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Murrysville, Pennsylvania and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Murrysville, Pennsylvania.
Donald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Donald has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Don Robert Angel
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) 12/14/09- STEVENSON, WILLIAMS COMPANY, NON-VARIABLE INSURANCE, AGENT/ACCOUNT EXECUTIVE - SELLING PROPERTY CASUALTY INSURANCE - HOMEOWNERS, AUTO, BUSINESS OFFICE, PROFESSIONAL LIABILITY, WORKERS COMPENSATION INSURANCE. - SOLICITING NEW BUSINESS, SERVICING EXISTING CLIENTS ON BEHALF OF STEVENSON, WILLIAMS COMPANY, 20% OF TIME SPENT. INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2) 10/18/2010 - DBA ONLY, THE EQUITY ADVISOR GROUP, INC. 3) 06/15/2005 - STEVENSON, WILLIAMS COMPANY, PROPERTY MANAGER - LEASING VACANT APARTMENTS MANAGED BY STEVENSON, WILLIAMS MANAGEMENT COMPANY. 5% OF TIME SPENT. 4) 01/01/2012 - MEMBER DEER VALLEY BOARD OF MANAGEMENT - DEER VALLEY YMCA CAMP. ADVISORY ROLE OVERSEEING OVERALL MANAGEMENT OF CAMP FACILITY. VOLUNTEER POSITION, 0% OF WORK DAY. 5) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 11/16/2012
CRS (Client Relationship Summary) - RIA
Click below to view Donald Robert Angel'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
November 16, 2012 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 3875 Franklintowne Ct Ste 210, Murrysville, PA 15668RIA
CRD#: 134139
MURRYSVILLE, PA
Current
November 16, 2012 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 3875 Franklintowne Ct Ste 210, Murrysville, PA 15668BD
CRD#: 39543
Murrysville, PA
Past
September 8, 2009 - November 29, 2012
LPL FINANCIAL LLC
RIA
CRD#: 6413
MURRYSVILLE, PA
Past
September 8, 2009 - November 29, 2012
LPL FINANCIAL LLC
BD
CRD#: 6413
MURRYSVILLE, PA
Past
January 25, 2006 - September 8, 2009
MUTUAL SERVICE CORPORATION
RIA
CRD#: 4806
MURRYSVILLE, PA
Past
November 8, 2004 - September 8, 2009
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
MURRYSVILLE, PA
Past
August 23, 2002 - July 12, 2004
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
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
California(1/2/2024)
RR
Florida(11/16/2012)
RR
Louisiana(2/13/2024)
RR
Maryland(11/16/2012)
RR
Massachusetts(8/9/2018)
RR
New York(5/11/2018)
RR
North Carolina(11/16/2012)
RR
Ohio(11/16/2012)
RR
Pennsylvania(11/16/2012)
IAR
Pennsylvania(11/16/2012)
RR
Rhode Island(1/2/2018)
RR
Virginia(10/18/2023)
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.
