ME
CFP
ME
CFP

Michael Edwards

12 Years of Experience
Wilmette, IL
1 DisclosureBroker

Michael Edwards is a CFP-designated registered investment advisor, based in Wilmette, IL, with 12 years of industry experience.

Location

Wilmette, IL

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History

Regulatory History (1)
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Customer Dispute
July 2024
Denied
Other Business Activities

Michael is a board member at Chicago Hope Academy, dedicating minimal time. He also works as an advisory representative of a registered investment advisor (RIA), CIRA, which is a full-time commitment.

Employment History
Current Registrations
Cambridge Investment Research, INC.
April 2025 - Present · 1 yr 1 mo
Cambridge Investment Research, INC.Broker
April 2025 - Present · 1 yr 1 mo
Cambridge Investment Research Advisors, INC.
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2016 - April 2025 · 8 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2016 - April 2025 · 8 yrs 5 mos
G-Bar Limited PartnershipBroker
August 2011 - February 2013 · 1 yr 6 mos
Sallerson-Troob LLCBroker
April 2011 - May 2011 · 1 mo
Goldman, Sachs & CO.Broker
June 2009 - December 2010 · 1 yr 6 mos
State Registrations10 states
AZFLILINMINCNVTXVirgin IslandsWI
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.