Our Broker-Dealer
Coastal Family Wealth Advisory is a branch office of Cambridge Investment Research, Inc. As such, we utilize the expertise of the professionals at this award winning broker dealer. The relationship allows us access to a wide range of services and providers.
Cambridge Investment Research, Inc., founded in 1981 by Eric Schwartz, is dedicated to providing objective, independent advice to clients. As a branch office of Cambridge, Coastal Family Wealth Advisory utilizes the expertise and wide range of services of this award-winning broker-dealer.
Cambridge’s mission is to make a difference as the leading independent Broker/Dealer specializing in fee-based advisory solutions. Cambridge offers investment products and services from hundreds of investment firms, answering to client needs, not to the demands of a “sales manager” or parent company that manufactures insurance or investment products.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Coastal Family Wealth Advisory and Cambridge are not affiliated. This communication is strictly intended for individuals residing in the states of CA, FL, IL, MA, ME, MI, NH, NY, RI, VA, and VT. Advisory services only in Arizona. No offers may be made or accepted outside the specific states referenced.
The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Coastal Family Wealth Advisory makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.
Cambridge's Form CRS
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Office: 774-219-7798