Clearing Firms

Cambridge Rep/Advisors have a choice of two clearing firms: National Financial Services LLC (NFS), a Fidelity Investments® company, and Pershing LLC, an affiliate of the Bank of New York Mellon. Both are members of FINRA/SIPC.

These relationships offer name recognition and a broad range of services and products that few other clearing firms can match. Electronic trading systems are offered through both clearing firms, as are these other state-of-the-art features:

  • Electronic trade entry by you or your client
  • Mutual fund “order blasting”
  • Account look-up
  • Electronic account set-up
  • Electronic question and answer platform
  • Initiate your own transfers
  • Initiate one time IRA distributions

Have a question about using your preferred clearing firm? 

FINRA Member, SIPC Member
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