Michael Walbridge (CRD# 6046823) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Virginia Beach, VA and has over 10 years of experience in the finance industry.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Oct 2023 - Current | < 1 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Oct 2023 - Current | < 1 |
| Massmutual | Virginia Beach, VA | Sep 2019 - Oct 2023 | 4 |
| Mml Investors Services, LLC | Virginia Beach, VA | Sep 2019 - Oct 2023 | 4 |
| Jp Morgan Securities, LLC | Chicago, IL | Nov 2018 - Sep 2019 | < 1 |
| Jp Morgan Chase Bank, N.a. | Chicago, IL | Nov 2018 - Sep 2019 | < 1 |
| Pnc Investments | Chicago, IL | Jan 2017 - Oct 2018 | 1 |
| Morgan Stanley Private Bank, National Association | Chicago, IL | Jan 2015 - Jan 2017 | 2 |
| Morgan Stanley Smith Barney LLC | Chicago, IL | Dec 2014 - Jan 2017 | 2 |
| Morgan Stanley | Chicago, IL | Jul 2013 - Jan 2017 | 3 |
| Morgan Stanley Smith Barney LLC | Chicago, IL | Jul 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2013 |
- TX
- VA
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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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