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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)29 years in industry

GERTRUDE MARGARET QUINTO

Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Newport News, VA

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Search this name across graphsid dfx:ria:45efd4f3-3852-56da-60c1-41b5259d9b8c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jun 4, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 20, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Consultant
Exams: S63|S66
First exam: Jan 20, 1997
First registration: Jun 4, 2002
Dual registered: yes, broker-dealer
Other names: GERTRUDE MARGARET PFAEHLER|GERTRUDE MARGARET PFAEHLER|GERTRUDE MARGARET BOND|GERTRUDE MARGARET QUINTO|Gertrude M Quinto|TRUDY QUINTO
IAPD individual key: 2642222

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Nov 17, 2020	n/a	yes	Newport News, VA\|Newport News, VA	Current employment
MONEY CONCEPTS ADVISORY SERVICE	Bd affiliated wealth	Jul 21, 2017	Nov 18, 2020	no	Yorktown, VA\|PALM BEACH GARDENS, FL\|PALM BEACH GARDENS, FL\|Williamsburg, VA	Previous registration
CHESAPEAKE WEALTH MANAGEMENT	Former SEC adviser	Jul 21, 2014	Jul 31, 2017	no	WILLIAMSBURG, VA	Previous registration
OSAIC INSTITUTIONS, INC.	Bd affiliated wealth	Jun 1, 2008	Jul 21, 2014	no	GLOUCESTER, VA\|KILMARNOCK, VA\|WILLIAMSBURG, VA	Previous registration
BI INVESTMENTS, LLC	n/a	Dec 18, 2003	Jun 1, 2008	no	GLOUCESTER, VA\|IRVINGTON, VA\|GLOUCESTER, VA	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	Jun 4, 2002	Jul 10, 2002	no	GLOUCESTER, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MONEY CONCEPTS ADVISORY SERVICE	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Nov 18, 2020	Nov 17, 2020	-1	Firm change	Ibd to ibd
CHESAPEAKE WEALTH MANAGEMENT	MONEY CONCEPTS ADVISORY SERVICE	Jul 31, 2017	Jul 21, 2017	-10	Firm change	Other
OSAIC INSTITUTIONS, INC.	CHESAPEAKE WEALTH MANAGEMENT	Jul 21, 2014	Jul 21, 2014	0	Firm change	Other
BI INVESTMENTS, LLC	OSAIC INSTITUTIONS, INC.	Jun 1, 2008	Jun 1, 2008	0	Bulk transfer	Other
SUNTRUST INVESTMENT SERVICES, INC.	BI INVESTMENTS, LLC	Jul 10, 2002	Dec 18, 2003	526	Firm change after gap	Other

Relationships

Registered with (6)

→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: current employment
Nov 17, 2020 to presentfactForm ADV
→ MONEY CONCEPTS ADVISORY SERVICERegistered adviserregistration: previous registration
Jul 21, 2017 to Nov 18, 2020factForm ADV
→ CHESAPEAKE WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jul 21, 2014 to Jul 31, 2017factForm ADV
→ OSAIC INSTITUTIONS, INC.Registered adviserregistration: previous registration
Jun 1, 2008 to Jul 21, 2014factForm ADV
→ BI INVESTMENTS, LLCRegistered adviserregistration: previous registration
Dec 18, 2003 to Jun 1, 2008factForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Jun 4, 2002 to Jul 10, 2002factForm ADV

Dated events

No dated event names this entity yet.