AS
Arthur J. Saylor
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Coshocton, OH 43812
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CRD#: 4761298
AS
Professional summary
Arthur James Saylor is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Coshocton, Ohio and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Coshocton, Ohio.
Arthur is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Arthur has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
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.
1) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 11/2016, AS ADVISORY REP OF A RIA, INV REL, 20 HR/WK 20/TRADING 2) PINE CREEK INVESTMENTS LLC, 24992 TOWNSHIP RD 181 FRESNO OH, 02/2005, SOLE OWNER OF RENTAL PROPERTIES IN WEST LAFAYETTE OH, NIR, 0 HR/MO 0 HR/MO TRADING 3) PINECREEK PROPERTIES LLC, 24992 TOWNSHIP ROAD 181 FRESNO OH, 12/2016, SECRETARY, RENTAL PROPERTY OWNED BY WIFE, NIR, 2 HR/MO 0 HR/MO TRADING 4) ART SAYLOR FINANCIAL CONSULTANTS LLC, FRESNO OH, 12/2007, PRESIDENT/INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 1 HR/MO 0 HR/MO TRADING 5) COSHOCTON FOUNDATION, 220 S FOURTH ST COSHOCTON OH, 07/2015, INVESTMENT COMMITTEE MEMBER, NIR, 10 HR/YR 8/TRADING 6) SAYLOR WEALTH STRATEGIES LLC, 401 WALNUT STREET COSHOCTON OH, 12/2016, OWNER/INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL, 5 HR/MO 5/TRADING 7) COSHOCTON COUNTY YOUTH FINANCIAL SUPPORT COMMITTEE, Coshocton OH 43812, 10/2023, Committee Member, Owner/Partner of a Business Entity, INV REL, 4 HR/MO 2 HR/MO TRADING 8) COSHOCTON COUNTY CAREER CENTER BMOT ADVISORY COMMITTEE, 23640 Airport Road Coshcton OH 43812, 10/2023, Committee Member, Consulting/Coaching, INV REL, 1 HR/MO 1 HR/MO TRADING 9) SAYLOR WEALTH STRATEGIES, LLC, 401 Walnut Street, Coshocton OH 43812, United States, 08/30/2024, President, DBA Name, INV REL, 10 HR/MO 10 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Arthur James Saylor'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 30, 2016 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 401 Walnut St, Coshocton, OH 43812Office #2: 207 South Bridge St., Newcomerstown, OH 43832RIA
CRD#: 134139
Coshocton, OH
Current
November 4, 2016 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 401 Walnut St., Coshocton, OH 43812Office #2: 207 South Bridge St., Newcomerstown, OH 43832BD
CRD#: 39543
Coshocton, OH
Past
April 8, 2013 - November 8, 2016
ON INVESTMENT MANAGEMENT CO
RIA
CRD#: 105662
COSHOCTON, OH
Past
April 13, 2009 - November 10, 2016
HUMMEL WEALTH MANAGEMENT, LLC
RIA
CRD#: 143523
BERLIN, OH
Past
August 8, 2008 - November 8, 2016
THE O.N. EQUITY SALES COMPANY
BD
CRD#: 2936
COSHOCTON, OH
Past
May 24, 2004 - July 31, 2008
AMERITAS INVESTMENT COMPANY, LLC
BD
CRD#: 14869
COSHOCTON, OH
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
Florida(11/4/2016)
RR
Kentucky(9/11/2024)
RR
Ohio(11/4/2016)
IAR
Ohio(11/30/2016)
RR
Texas(8/26/2021)
IAR
Texas(8/26/2021)
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.
