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Robert Nash

Cambridge Investment Research Advisors, INC.
37 Years of Experience
Indianapolis, IN
5 DisclosuresBrokerSells Insurance
View SEC Summary
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Robert Nash is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Indianapolis, IN, with 37 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.

Cambridge Investment Research Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3940 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

121 Monument Cir, Indianapolis, IN, 46204

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2008
Settled
Customer Dispute
January 2008
Denied
Regulatory
March 1991
Final
Regulatory
November 1989
Final
Employment Separation After Allegations
October 1989
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Robert is an independent insurance agent for various companies since 2011, and owner of Hedges Consulting since 2012, dedicating about 10-20% of his time. He also makes referrals for basic estate planning and works as an advisory representative of an RIA, taking about half of his time, and as an Investment Advisor Representative for Smart Asset, dedicating a few hours per week.

Employment History
Current Registrations
Cambridge Investment Research, INC.
March 2009 - Present · 17 yrs 7 mos
Cambridge Investment Research Advisors, INC.
March 2009 - Present · 17 yrs 7 mos
Cambridge Investment Research, INC.Broker
March 2009 - Present · 17 yrs 7 mos
Previous Registrations
Smith Sawyer Smith Investment & Wealth Management, LLC
April 2012 - April 2013 · 1 yr
Citigroup Global Markets INC.
December 1998 - April 2009 · 10 yrs 4 mos
Citigroup Global Markets INC.Broker
July 1993 - April 2009 · 15 yrs 9 mos
Lehman Brothers INC.Broker
November 1989 - July 1993 · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1988 - November 1989 · 1 yr 1 mo
State Registrations17 states
AZCAFLGAILINKYMDMINCNYOHPASCTXUTVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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