DG
Drew Gress
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Freeland, MD
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CRD#: 6194037
DG
Professional summary
Drew Gress is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Freeland, Maryland and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Shrewsbury, Pennsylvania.
Drew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Drew has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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) KELLER AGENCY INC., 9 S. Main St., PO Box 215, Shrewsbury PA 17361, 03/2017, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 50 HR/MONTH 50 HR/MONTH TRADING 2) S2 FINANCIAL PARTNERS LLC, 9C South Main Street, Shrewsbury PA 17361, 01/2014, Agent, DBA Name, INV REL, 110 HR/MONTH 110 HR/MONTH TRADING 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 4) ASH BROKERAGE, 888 S. Harrison St, Suite 900, Fort Wayne IN 46802, 01/2025, Agent, Insurance/Benefits/Human Resources, NIR, 5 HR/MO, 5 HR/MO TRADING. 5) MUTUAL OF OMAHA, 3300 Mutual of Omaha Plaza, Omaha NE 68175, United States, 03/25/2019, Agent, Healthcare, Not Investment Related, 1 HR/MO - 1 HR/MO TRADING 6) EMERSON ROGERS, 300 Corporate Center Drive, Suite 306, Camp Hill PA 17011, United States, 01/01/2025, Agent, Healthcare, Not Investment Related, 1 HR/MO - 1 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Drew Gress'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
November 10, 2021 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #2: 28 E. Susquehanna Ave, Towson, MD 21286Office #3: 9c S. Main St, Shrewsbury, PA 17361RIA
CRD#: 134139
Freeland, MD
Current
November 10, 2021 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 9c S. Main St, Shrewsbury, PA 17361BD
CRD#: 39543
Shrewsbury, PA
Past
September 18, 2020 - November 10, 2021
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
TOWSON, MD
Past
September 18, 2020 - November 10, 2021
SECURITIES AMERICA, INC.
BD
CRD#: 10205
Towson, MD
Past
February 28, 2018 - May 31, 2019
THE MARSHALL FINANCIAL GROUP LLC
RIA
CRD#: 146362
Towson, MD
Past
December 7, 2016 - September 18, 2020
SSN ADVISORY, INC.
RIA
CRD#: 126090
Towson, MD
Past
December 7, 2016 - September 18, 2020
SECURITIES SERVICE NETWORK, LLC
BD
CRD#: 13318
Towson, MD
Past
November 6, 2015 - December 15, 2016
HORNOR, TOWNSEND & KENT, LLC
RIA
CRD#: 4031
HUNT VALLEY, MD
Past
June 19, 2013 - December 15, 2016
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
HUNT VALLEY, MD
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
California(10/2/2023)
RR
Delaware(11/10/2021)
RR
District of Columbia(11/10/2021)
RR
Florida(11/10/2021)
RR
Georgia(9/15/2025)
RR
Maryland(11/10/2021)
IAR
Maryland(11/10/2021)
RR
Massachusetts(1/2/2025)
RR
Michigan(3/11/2024)
RR
North Carolina(11/18/2021)
RR
Pennsylvania(11/10/2021)
IAR
Pennsylvania(11/10/2021)
RR
South Carolina(11/10/2021)
RR
Virginia(11/10/2021)
RR
West Virginia(11/10/2021)
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
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.
