Cambridge Named 12-time Broker-Dealer of the Year

August 28, 2019

Cambridge is proud to share it has been named by Investment Advisor magazine as a 2019 Broker-Dealer of the Year in Division IV1, the division representing independent broker-dealers with more than 1,000 producing advisors. The honor is based on the results of an annual poll of advisors, conducted by the magazine earlier this year. Cambridge is the only broker-dealer to receive the award 12 times, previously being recognized in 2018-2012, 2010, 2008, and 2007 as Broker-Dealer of the Year in Division IV and in 2003 for Division III, making it the winningest firm in the award’s history.

“We are extremely honored to receive this prestigious award for the 12th time and would like to sincerely thank all of our independent financial advisors for choosing us to support their businesses,” said President and Chief Executive Officer Amy Webber. “Our purpose is to make a difference in the lives of our advisors, their clients, and our associates; not only is this award an important validation of our efforts, but it inspires us to continue developing innovative solutions that fulfill the unique needs of our advisors moving forward.”

Cambridge views the Broker-Dealer of the Year honor as a key measure of achievement in its commitment to continually raise our standards of excellence. This honor is based on receiving advisor feedback in 15 categories from the Broker-Dealer of the Year awards criteria. Independent financial advisors cast ballots, and the broker-dealers that gained the highest composite scores were awarded the honors in four different divisions based on their number of producing advisors. The Broker-Dealer of the Year is profiled in Investment Advisor’s September 2019 print issue and in the digital edition posted online viaThinkAdvisor.com.

1‘Investment Advisor magazine, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III. A broker-dealer becomes eligible for this honor only after a minimum of 10% of its producing advisors cast valid ballots. The ballots rate the broker-dealer in 15 different categories defined by Investment Advisor as relevant challenges and concerns. Broker-dealers receiving the highest marks in each of four divisions are declared Broker-Dealer of the Year. Results are based on experiences and perceptions of participants surveyed in June of each of the years listed. Experience may vary. This recognition is not representative of investment performance or returns of advisors. Visit thinkadvisor.com.’