MQ
Michael P. Quirk
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
NORWELL, MA 02061
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CRD#: 6123168
MQ
Professional summary
Michael Paul Quirk, who also goes by Michael Quirk, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Norwell, Massachusetts and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Westerly, Rhode Island.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Michael has worked at 2 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael Quirk
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.STRATEGIC FINANCIAL SERVICES, 46 ACCORD PARK DR, NORWELL, MA, 3/08/2017 AS OWNER/INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 40/WK - 4/TRADING. 2.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 10/WK - 10/TRADING. 12/10/12 3.RAINMAKER FINANCIAL LLC dba STRATEGIC FINANCIAL, 46 ACCORD PARK DR, NORWELL, MA, 12/28/2012 AS OWNING PARTNER/FINANCIAL PROFESSIONAL UTILIZING DBA NAME. NIR - 0 HRS. 4. MOUNTAINONE BANK, 279 UNION ST, ROCKLAND, MA, 04/23/2019. CORPORATOR, APPROVE BYLAW CHANGES, ATTEND MEETINGS. INV REL-4/MO-0/TRADING. 5. MICHAEL QUIRK- NOTARY PUBLIC, 46 ACCORD PARK DRIVE, NORWELL, MA, 11/25/15,, NIR, 1 HR/MO- 1/TRADING HR. 6. JARED LEWIS QUIRK "GOOD GUY" SCHOLARSHIP, 21 HOLBROOK STREET, ROCKLAND, MA, CHARITY AUTHORIZED SIGNER, 01/01/19, NIR, 24 HR/YR- 0/TRADING HR.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Paul Quirk'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
April 7, 2015 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 46 Accord Park Dr, Norwell, MA 02061Office #2: 56 Wells St., Westerly, RI 02891RIA
CRD#: 134139
NORWELL, MA
Current
December 8, 2012 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 56 Wells St., Westerly, RI 02891Office #2: 46 Accord Park Drive, Norwell, MA 02061BD
CRD#: 39543
WESTERLY, RI
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(11/18/2021)
RR
Arizona(1/3/2017)
RR
California(1/3/2017)
RR
Colorado(1/3/2017)
RR
Connecticut(1/23/2017)
RR
Delaware(10/8/2020)
RR
Florida(1/3/2017)
RR
Georgia(1/3/2017)
RR
Hawaii(3/8/2022)
RR
Illinois(1/3/2017)
RR
Iowa(1/4/2021)
RR
Kentucky(1/3/2017)
RR
Louisiana(1/3/2017)
RR
Maine(1/3/2017)
RR
Massachusetts(4/1/2015)
IAR
Massachusetts(4/7/2015)
RR
Missouri(7/9/2020)
RR
Nebraska(5/29/2020)
RR
Nevada(1/3/2017)
RR
New Hampshire(1/3/2017)
RR
New Mexico(1/3/2017)
RR
New York(1/3/2017)
RR
North Carolina(1/3/2017)
RR
Ohio(10/8/2019)
RR
Oregon(1/3/2017)
RR
Pennsylvania(1/3/2017)
RR
Rhode Island(1/3/2017)
IAR
Rhode Island(5/31/2022)
RR
South Carolina(1/3/2017)
RR
Tennessee(1/3/2017)
RR
Texas(1/3/2017)
IAR
Texas(1/3/2017)
RR
Vermont(1/17/2018)
RR
Virginia(1/3/2017)
RR
Washington(8/24/2022)
RR
West Virginia(1/3/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRD#: 134139Norwell, MA 02061TRUST BUT VERIFY
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