Andrew Sohn, financial advisor Boxborough MA

Andrew Sohn

CRD Number: 2992123
Current Firm: Cambridge Investment Research Advisors, Inc.

Andrew Sohn (CRD# 2992123) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Boxborough, MA and has over 26 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Professional Designations
Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jan 2011 - Current 13
Cambridge Investment Research, Inc. Fairfield, IA Jan 2011 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Andrew J. Sohn
Phone Number: 641-472-5100
Registered State(s):
  • MA
  • PR
  • TX
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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