Sydney Robertson (CRD# 6721253) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Williamsport, PA and has 1 year of experience in the finance industry.
CRD# 5625453
Private Advisor Group, LLC
CRD# 1375505
Ameriprise Financial Services, LLC
CRD# 1568254
Merit Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jul 2023 - Current | < 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Mar 2023 - Current | 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jul 2022 - Jul 2023 | 1 |
| Self Employed | Moneta, VA | Aug 2022 - Sep 2022 | < 1 |
| Healthy Touch Day Spa And Salon | Williamsport, PA | Sep 2018 - Jul 2022 | 3 |
| Little League World Series | South Williamsport, PA | Aug 2018 - Aug 2018 | < 1 |
| Gotham Gym | New York, NY | Feb 2018 - Jun 2018 | < 1 |
| Santino's | South Williamsport, PA | Feb 2017 - Jan 2018 | < 1 |
| Clear View Advisors | Williamsport, PA | Oct 2016 - Jan 2017 | < 1 |
| Moon And Raven Public House | Williamsport, PA | May 2016 - Aug 2016 | < 1 |
| Self-employed | New York, NY | Mar 2013 - Jun 2016 | 3 |
| Runway Waiters | New York, NY | Sep 2015 - Apr 2016 | < 1 |
| Epicurean Events | New York, NY | Sep 2015 - Apr 2016 | < 1 |
| Dos Caminos | New York, NY | Sep 2015 - Apr 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
- PA
- TX
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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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