Marcio Silveira
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Arlington, VA
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CRD#: 4843761
Professional summary
Marcio Silveira, CFP®, who also goes by Marcio Da Silveira, Marcio Pavlov Da Silveira, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Arlington, Virginia.
Marcio is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Marcio has worked at 6 firms and has passed the Series 63, Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Marcio Da Silveira | Marcio Pavlov Da Silveira
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. ABRACE INC - BRAZILIAN ASSOCIATION FOR CULTURE AND EDUCATION - 4514 FAIRWAY DOWNS COURT, ALEXANDRIA, VA, 22312, 08/2019. BOARD OF DIRECTORS MEMBER AT LARGE. NIR-3/MO-0/TRADING 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. SEE EMPLOYMENT FOR START DATE. 3. MARCIO SILVEIRA, SOLE PROPRIETOR, 1100 WAYNE AVE, STE 670, SILVER SPRING, MD, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 05/01/20, 10/WK-6/TRADING 4. FINANCIAL PLANNING ASSOCIATION NATIONAL CAPITAL AREA, 1478 Greenmont Court, Reston VA, BOARD MEMBER, BOARD MEMBER/OFFICER/DIRECTOR/COMMITTEE MEMBER/BOARD ORGANIZE EVENT AND ATTEND BOARD MEETINGS, NIR, 5/HR MO, 5/HR MO TRADING 5. MAGELLAN FEDERAL, 2800 Shirlington Road, Suite 350, Arlington VA 22206, 08/15/2023, W2 Employee, Consulting/Coaching, NIR, 150 HR/MO - 75 HR/MO TRADING 6. Silvergreen Sustainable Investments, 5550 Columbia Pike #341, Arlington VA, 03/2022, Using as a trade name/dba, INV REL, 120 HR/MO - 100 Trading 7. H&R BLOCK - SEASONAL TAX PREPARATION, 3100 CLARENDON BLVD, ARLINGTON VA 22201, 03/2024, W2 EMPLOYEE TAX PREPARER, NIR, 50 HR/MO - 0 HR/MO TRADING. 8. YourStake, 5550 Columbia Pike, #341, Arlington VA 22204, United States, 08/10/2024, Independent Contractor, 1099 Contractor, NIR, 40 HR/MO 20 HR/MO TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Marcio Silveira'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: 2011
Experience
Current
March 5, 2019 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Arlington, VA
Past
September 27, 2019 - March 1, 2022
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
Silver Spring, MD
Past
August 11, 2010 - November 13, 2018
JADE & COWRY LLC
RIA
CRD#: 154129
ARLINGTON, VA
Past
March 15, 2005 - February 24, 2006
COLONIAL ASSET MANAGEMENT INC
RIA
CRD#: 108950
MIAMI, FL
Past
February 10, 2005 - February 24, 2006
COLONIAL BROKERAGE, INC.
BD
CRD#: 111668
MIAMI, FL
Past
September 27, 2004 - February 9, 2005
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.Highlighted states indicate IAR registrations
IAR
Texas(10/20/2020)
IAR
Virginia(3/2/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/27/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
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.
