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Advisor at CANTOR FITZGERALD INVESTMENT ADVISORS
NEW YORK, NY | SUMMIT, NJ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CANTOR FITZGERALD INVESTMENT ADVISORS | Mixed wealth | Apr 6, 2026 | n/a | yes | NEW YORK, NY|SUMMIT, NJ | Current employment |
| MORGAN STANLEY | Wirehouse | Feb 24, 2023 | Apr 10, 2024 | no | Allentown, PA | Previous registration |
| STADION MONEY MANAGEMENT, LLC | Independent wealth | Feb 25, 2015 | Sep 27, 2021 | no | WASHINGTON CROSSING, PA|WATKINSVILLE, GA|JAMISON, PA|Newtown, PA | Previous registration |
| BLACKROCK INVESTMENT MANAGEMENT, LLC | Asset manager | Dec 22, 2010 | Oct 2, 2014 | no | PRINCETON, NJ | Previous registration |
| DELAWARE CAPITAL MANAGEMENT ADVISERS, INC | Former SEC adviser | Jan 5, 2010 | Dec 14, 2010 | no | PHILADELPHIA, PA | Previous registration |
| LINCOLN FINANCIAL DISTRIBUTORS, INC. | n/a | Jun 5, 2008 | Dec 31, 2009 | no | RADNOR, PA|PHILADELPHIA, PA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jun 9, 2006 | May 12, 2008 | no | PENNINGTON, NJ|PENNINGTON, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | CANTOR FITZGERALD INVESTMENT ADVISORS | Apr 10, 2024 | Apr 6, 2026 | 726 | Firm change after gap | Wirehouse to RIA |
| STADION MONEY MANAGEMENT, LLC | MORGAN STANLEY | Sep 27, 2021 | Feb 24, 2023 | 515 | Firm change after gap | Other |
| BLACKROCK INVESTMENT MANAGEMENT, LLC | STADION MONEY MANAGEMENT, LLC | Oct 2, 2014 | Feb 25, 2015 | 146 | Firm change | Other |
| DELAWARE CAPITAL MANAGEMENT ADVISERS, INC | BLACKROCK INVESTMENT MANAGEMENT, LLC | Dec 14, 2010 | Dec 22, 2010 | 8 | Firm change | Other |
| LINCOLN FINANCIAL DISTRIBUTORS, INC. | DELAWARE CAPITAL MANAGEMENT ADVISERS, INC | Dec 31, 2009 | Jan 5, 2010 | 5 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | LINCOLN FINANCIAL DISTRIBUTORS, INC. | May 12, 2008 | Jun 5, 2008 | 24 | Firm change | Other |