BF
Barry D. Fadely
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Manassas, VA 20110
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CRD#: 5657771
BF
Professional summary
Barry Daniel Fadely is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Manassas, Virginia and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Woodstock, Virginia.
Barry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Barry has worked at 4 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) Madison Financial Strategies, 415 S MAIN STREET WOODSTOCK VA 07/2012, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 80/MONTHLY 60/TRADE 2) CIRA, 1776 PLEASANT PLAIN ROAD, FAIRFIELD IA, 03/2016, AS ADVISORY REP OF A RIA. INVESTMENT RELATED 150/MONTHLY 120/TRADE 3) BD FADELY LLC, 7620 BRYN MAWR RD HENRICO VA, BOARD MEMBER OF NON-PUBLIC ENTITY, 04/2013, NIR, 0/YR- 0/TRADING 4) ADVOCACY ADVISORS, 9219 CENTER ST MANASSAS VA 20110, 05/2023, IAR, OWNER, NIR, 40 HR/MO 20 HR/MO TRADING 5) ATLANTIC CAPITAL PARTNERS LLC, 9219 CENTER ST MANASSAS VA 20110, OWNER, OPERATING ENTITY, NIR, 20 HR/MO 20 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Barry Daniel Fadely'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
March 16, 2016 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 9219 Center St., Manassas, VA 20110Office #2: 500 Libbie Ave Suite 1b, Richmond, VA 23226Office #4: 8201 Peters Rd. Ste. 1000, Plantation, FL 33324Office #5: 415 S Main St, Woodstock, VA 22664Office #6: 407 N Main St., Franklin, VA 23851RIA
CRD#: 134139
Manassas, VA
Current
March 16, 2016 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 415 S Main St, Woodstock, VA 22664Office #2: 9219 Center St, Manassas, VA 20110Office #3: 407 N Main St., Franklin, VA 23851Office #4: 500 Libbie Ave Suite 1b, Richmond, VA 23226BD
CRD#: 39543
Woodstock, VA
Past
November 21, 2012 - March 16, 2016
WALL STREET FINANCIAL GROUP, INC.
RIA
CRD#: 35830
WOODSTOCK, VA
Past
July 2, 2012 - March 16, 2016
WALL STREET FINANCIAL GROUP, INC.
BD
CRD#: 35830
WOODSTOCK, VA
Past
July 13, 2009 - July 6, 2012
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
RALEIGH, NC
Past
April 30, 2009 - July 6, 2012
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
RALEIGH, NC
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(2/12/2025)
RR
Arizona(8/14/2018)
RR
California(9/10/2020)
RR
Colorado(11/30/2017)
RR
Delaware(4/18/2024)
RR
District of Columbia(3/16/2016)
RR
Florida(2/7/2022)
IAR
Florida(2/16/2024)
RR
Georgia(8/22/2023)
RR
Hawaii(2/14/2025)
RR
Illinois(8/22/2023)
RR
Indiana(6/16/2022)
RR
Kansas(2/19/2025)
RR
Maryland(3/16/2016)
RR
Massachusetts(4/18/2018)
RR
Michigan(8/31/2023)
RR
Missouri(2/19/2025)
RR
Nevada(2/19/2025)
RR
New Hampshire(2/19/2025)
RR
New Jersey(4/18/2018)
RR
New Mexico(8/22/2023)
RR
New York(5/6/2025)
RR
North Carolina(3/16/2016)
RR
Ohio(2/4/2019)
RR
Oklahoma(5/31/2024)
RR
Oregon(2/19/2025)
RR
Pennsylvania(4/20/2023)
RR
Rhode Island(11/20/2024)
RR
South Carolina(3/16/2016)
RR
Tennessee(8/22/2023)
RR
Texas(3/16/2016)
IAR
Texas(3/23/2016)
RR
Vermont(5/25/2021)
RR
Virginia(3/16/2016)
IAR
Virginia(3/16/2016)
RR
Washington(8/22/2023)
RR
West Virginia(3/16/2016)
RR
Wisconsin(2/19/2025)
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
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.
Company Information
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRD#: 134139Manassas, VA 20110TRUST BUT VERIFY
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