AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
MN

Mathew D. Nesbitt

CAMBRIDGE INVESTMENT RESEARCH
Glen Allen, VA 23060
Some features on this profile are disabled
CRD#: 6393117
MN
Mathew David NesbittCAMBRIDGE INVESTMENT RESEARCH

Professional summary


Mathew David Nesbitt, who also goes by Mathew Nesbitt, is a registered financial professional currently at CAMBRIDGE INVESTMENT RESEARCH, INC. located in Glen Allen, Virginia.

Mathew is registered as a RR (Registered Representative) and started their career in finance in 2016. Mathew has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Aliases


Mathew Nesbitt

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Mathew David Nesbitt's CRS (Customer Relationship Summary).
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®
None

Experience


Current

September 21, 2026 - Present

CAMBRIDGE INVESTMENT RESEARCH, INC.

Office #1: 4801 Cox Road, Ste. 102 , Glen Allen, VA 23060
BD
CRD#: 39543
Glen Allen, VA
Past

February 1, 2024 - July 21, 2026

STANCORP EQUITIES, INC.

BD
CRD#: 19517
PORTLAND, OR
Past

October 25, 2016 - January 11, 2024

JOHN HANCOCK DISTRIBUTORS LLC

BD
CRD#: 5249
BOSTON, MA
Past

March 24, 2016 - October 13, 2016

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Bath, NY
Past

March 23, 2016 - October 13, 2016

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
BATH, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
New York
(9/23/2026)
RR
North Carolina
(9/24/2026)
RR
Ohio
(9/23/2026)
RR
Virginia
(9/21/2026)

Exams


What does exam status mean?
State Security Law Exam
RR
PR
Series 66
Status Unavailable
Passed: 2/16/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Status Unavailable
Passed: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Status Unavailable
Passed: 3/23/2016
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm


CI
CAMBRIDGE INVESTMENT RESEARCH, INC.
CAMBRIDGE | WEALTH PLANNERS, LLC | NETTUNO WEALTH MANAGEMENT | JORDAN CREEK FINANCIAL SERVICES | FAIRFIELD GLOBAL INVESTMENTS, INC. | CANTELLA & CO., INC. | CAMBRIDGE INVESTMENT RESERARCH, INC. | CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543 / SEC#: , 8-48740

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
Loading...

Contact information


Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Phone number
(641) 472-5100
Established
Iowa since 10/12/1995
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
CAMBRIDGE INVESTMENT GROUP, INC.SHAREHOLDER/HOLDING COMPANY
BELL, COLLEEN MCGUIREPRESIDENT INNOVATION AND EXPERIENCE; DIRECTOR5077188
BOEN, RYANEVP, CHIEF FINANCIAL OFFICER/FINOP, PRINCIPAL OPERATIONS OFFICER7842316
KUHLMAN, RICHARD HENRYSVP, CHIEF LEGAL OFFICER7076563
MILLER, SETH AARONPRESIDENT ADVOCACY & ADMINISTRATION; GENERAL COUNSEL; DIRECTOR5495508
ROBBINS, TAMMY ANNEXECUTIVE VICE PRESIDENT/CHIEF BUSINESS DEVELOPMENT OFFICER3125668
SHAFER, ANDREA LYNNEVP, CHIEF SUPERVISION OFFICER5448499
STONE, CARLA JEANFIRST VICE PRESIDENT, FINANCE/CHIEF ACCOUNTING OFFICER3193985
TURNER, GREGORY WALTEREVP, CONSULTING SERVICES3144311
VEST, VALARIE KNOBLOCKEVP, CHIEF EXPERIENCE OFFICER3074142
VIVACQUA, JEFFREY FRANCISPRESIDENT GROWTH AND DEVELOPMENT; DIRECTOR2608892
WEBBER, AMY LYNNCEO, SECRETARY; DIRECTOR1812670
YOUHN, STEPHEN MICHAELCHIEF COMPLIANCE OFFICER1414691

Disclosures


Regulatory Event15
Arbitration4

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, INC.

CRD#: 39543Glen Allen, VA 23060

TRUST BUT VERIFY

Monitor Mathew Nesbitt

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Karen Anne Jones
Karen JonesAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
RICHMOND, VA
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.