AM
Aaron A. Milne
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Merrimack, NH
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CRD#: 5692927
AM
Professional summary
Aaron Anton Milne, CFP®, who also goes by Aaron A Milne, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Merrimack, New Hampshire and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Portsmouth, New Hampshire.
Aaron is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Aaron has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
What are your service offerings?
Tax Planning
Insurance Planning
Retirement Planning
Investment Planning
Employee and Employer Plan Ben...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Aaron A Milne
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. MAERCO FINANCIAL, INC., 170 Commerce Way, Suite 200, Portsmouth NH 03801, United States, 05/27/2025, Owner, DBA Name, INV REL, 80 HR/MO - 20 HR/MO TRADING 2. TRUCHOICE FINANCIAL, 170 Commerce Way, Suite 200, Portsmouth NH 03801, United States, 05/27/2025, Agent, Insurance/Benefits/Human Resources, NIR, 20 HR/MO - 5 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Aaron Anton Milne'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: 2019
Experience
Current
May 27, 2025 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #2: 170 Commerce Way Suite 200, Portsmouth, NH 03801RIA
CRD#: 134139
Merrimack, NH
Current
May 27, 2025 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 170 Commerce Way Suite 200, Portsmouth, NH 03801BD
CRD#: 39543
Portsmouth, NH
Past
August 18, 2023 - May 27, 2025
INTEGRITY ALLIANCE, LLC.
RIA
CRD#: 139627
Dover, NH
Past
August 18, 2023 - May 27, 2025
INTEGRITY ALLIANCE, LLC.
BD
CRD#: 139627
Dover, NH
Past
June 27, 2022 - September 1, 2023
LPL FINANCIAL LLC
RIA
CRD#: 6413
BEDFORD, NH
Past
June 27, 2022 - September 1, 2023
LPL FINANCIAL LLC
BD
CRD#: 6413
BEDFORD, NH
Past
July 16, 2019 - June 30, 2022
LINCOLN INVESTMENT
RIA
CRD#: 519
Dover, NH
Past
July 16, 2019 - June 30, 2022
CAPITAL ANALYSTS
RIA
CRD#: 162200
Dover, NH
Past
July 16, 2019 - June 30, 2022
LINCOLN INVESTMENT
BD
CRD#: 519
Dover, NH
Past
March 7, 2018 - July 11, 2019
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
LEBANON, NH
Past
March 7, 2018 - July 11, 2019
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
LEBANON, NH
Past
February 16, 2016 - March 20, 2018
QUESTAR ASSET MANAGEMENT, INC.
RIA
CRD#: 133358
ROCHESTER, NH
Past
February 16, 2016 - March 20, 2018
QUESTAR CAPITAL CORPORATION
BD
CRD#: 43100
Rochester, NH
Past
September 18, 2015 - March 3, 2016
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
BARRINGTON, NH
Past
September 18, 2015 - March 3, 2016
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
BARRINGTON, NH
Past
August 24, 2009 - September 23, 2015
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
BARRINGTON, NH
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(5/27/2025)
RR
Maine(5/27/2025)
RR
Massachusetts(5/28/2025)
RR
New Hampshire(5/27/2025)
IAR
New Hampshire(5/27/2025)
RR
South Carolina(5/27/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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.
Company Information
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRD#: 134139Merrimack, NHTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
