MW
Michael W. Walbridge
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Virginia Beach, VA 23452
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CRD#: 6046823
MW
Professional summary
Michael William Walbridge, who also goes by Michael Walbridge, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Virginia Beach, Virginia and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Virginia Beach, Virginia.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Michael has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael Walbridge
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, 10/2023, AS ADVISORY REP OF AN RIA, INV REL, 80 HR/MO, 40 HR/MO TRADING. 2) MICHAEL WALBRIDGE, 277 BENDIX RD, SUITE 500M VIRGINIA BEACH, VAV, 09/2023, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 50 HR/MO, 40 HR/MO TRADING. 3) FRIEDEN WEALTH MANAGEMENT, 277 Bendix Road, Suite 500, Virginia Beach VA 23452, 11/2024, Investment Advisor Representative, Using a Trade Name / DBA, INV REL, 160 HR/MO, 120 HR/MO TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Michael William Walbridge'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
October 25, 2023 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 277 Bendix Rd., Ste. 500, Virginia Beach, VA 23452RIA
CRD#: 134139
Virginia Beach, VA
Current
October 25, 2023 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 277 Bendix Rd. Ste. 500, Virginia Beach, VA 23452BD
CRD#: 39543
Virginia Beach, VA
Past
October 9, 2019 - October 26, 2023
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
VIRGINIA BEACH, VA
Past
September 24, 2019 - September 24, 2019
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
VIRGINIA BEACH, VA
Past
September 24, 2019 - October 26, 2023
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
VIRGINIA BEACH, VA
Past
November 13, 2018 - September 25, 2019
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
CHICAGO, IL
Past
November 13, 2018 - September 25, 2019
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
CHICAGO, IL
Past
February 7, 2017 - October 30, 2018
PNC WEALTH MANAGEMENT LLC
RIA
CRD#: 129052
CHICAGO, IL
Past
February 7, 2017 - October 30, 2018
PNC WEALTH MANAGEMENT LLC
BD
CRD#: 129052
CHICAGO, IL
Past
October 1, 2013 - January 25, 2017
MORGAN STANLEY
RIA
CRD#: 149777
CHICAGO, IL
Past
August 21, 2013 - January 25, 2017
MORGAN STANLEY
BD
CRD#: 149777
CHICAGO, IL
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
Arizona(11/25/2024)
RR
California(10/25/2023)
RR
Colorado(10/25/2023)
RR
Florida(10/25/2023)
RR
Georgia(10/25/2023)
RR
Illinois(10/25/2023)
RR
Indiana(10/25/2023)
RR
Michigan(12/23/2024)
RR
Montana(11/27/2024)
RR
New Jersey(8/9/2024)
RR
North Carolina(10/25/2023)
RR
Pennsylvania(11/25/2024)
RR
Rhode Island(12/21/2023)
RR
South Carolina(12/21/2023)
RR
Tennessee(11/25/2024)
RR
Texas(2/1/2024)
IAR
Texas(2/1/2024)
RR
Virginia(10/25/2023)
IAR
Virginia(10/25/2023)
RR
West Virginia(11/25/2024)
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#: 134139Virginia Beach, VA 23452TRUST BUT VERIFY
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