GQ
Gertrude M. Quinto
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Newport News, VA 23606
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CRD#: 2642222
GQ
Professional summary
Gertrude Margaret Quinto, ChFC®, who also goes by Gertrude Margaret Bond, Gertrude Margaret Pfaehler, Trudy Quinto, Gertrude M Quinto, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Newport News, Virginia and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Williamsburg, Virginia.
Gertrude is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Gertrude has worked at 9 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gertrude Margaret Bond | Gertrude Margaret Pfaehler | Trudy Quinto | Gertrude M Quinto
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.
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING 11/17/20 2) QUINTO FINANCIAL SERVICES, LLC, 333 MCLAWS CIRCLE, STE 1, WILLIAMSBURG, VA, DBA PRESIDENT, 07/21/17, INV REL, 40 HR/WK- 40/TRADING HR 3) GERTRUDE QUINTO, 333 McLaws Circle, Suite 1, Williamsburg VA 23185, United States, START DATE: 12/01/2021, Insurance Agent, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 2 HR/MO - 2 HR/MO TRADING 4) GERTRUDE AND GEORGE QUINTO, 333 McLaws Circle, Suite 1, Willilamsburg VA 23185, 08/2017, Owner, Real Estate, NIR, 0 HR/MO - 0 HR/MO TRADING. 5) QUINTO FINANCIAL SERVICES, Newport News VA 23185, United States, 11/17/2020, IAR, DBA Name, INV REL, 160 HR/MO - 120 HR/MO TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Gertrude Margaret Quinto's 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®
Experience
Current
November 17, 2020 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 11847 Canon Blvd, Suite 2, Newport News, VA 23606RIA
CRD#: 134139
Newport News, VA
Current
November 17, 2020 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 333 Mclaws Circle, Suite 1, Williamsburg, VA 23185BD
CRD#: 39543
Williamsburg, VA
Past
July 21, 2017 - November 18, 2020
MONEY CONCEPTS CAPITAL CORP
RIA
CRD#: 12963
Williamsburg, VA
Past
July 21, 2017 - November 18, 2020
MONEY CONCEPTS CAPITAL CORP
BD
CRD#: 12963
Williamsburg, VA
Past
July 21, 2014 - July 31, 2017
CHESAPEAKE WEALTH MANAGEMENT
RIA
CRD#: 108039
WILLIAMSBURG, VA
Past
June 1, 2008 - July 21, 2014
OSAIC INSTITUTIONS, INC.
RIA
CRD#: 35371
WILLIAMSBURG, VA
Past
June 1, 2008 - July 21, 2017
OSAIC INSTITUTIONS, INC.
BD
CRD#: 35371
WILLIAMSBURG, VA
Past
December 18, 2003 - June 1, 2008
BI INVESTMENTS, LLC
RIA
CRD#: 125437
GLOUCESTER, VA
Past
December 18, 2003 - June 1, 2008
BI INVESTMENTS, LLC
BD
CRD#: 125437
GLOUCESTER, VA
Past
July 2, 2002 - December 31, 2003
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
WALTHAM, MA
Past
June 4, 2002 - July 10, 2002
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
GLOUCESTER, VA
Past
May 26, 2000 - July 10, 2002
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
ATLANTA, GA
Past
December 18, 1996 - May 26, 2000
CRESTAR SECURITIES CORPORATION
BD
CRD#: 17464
RICHMOND, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.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
Arizona(11/9/2023)
RR
Florida(11/17/2020)
RR
Maryland(11/9/2023)
RR
Minnesota(12/10/2024)
RR
Montana(7/2/2024)
RR
North Carolina(11/17/2020)
RR
South Carolina(11/17/2020)
RR
Texas(11/17/2020)
IAR
Texas(11/17/2020)
RR
Virginia(11/17/2020)
IAR
Virginia(11/17/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
Phone number
(641) 472-5100
Established
Firm type
Fiscal year end
# of Employees
3,361
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 438,414 |
| AUM (Assets Under Management) | $ 102,413,096,032 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2024 | ||
| 04/29/2024 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRD#: 134139Newport News, VA 23606TRUST BUT VERIFY
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