Morgan Stanley
46yrs
Top advisor by experience in Potsdam
23yrs
Chad Colbert
Full name on record: Chad Erwin Colbert
Financial advisor at Cambridge Investment Research Advisors
Chad Colbert has worked in the financial industry for 23 years and is a fiduciary financial advisor based in Potsdam, New York. After four years at IBN Financial Services and six years at Cetera Advisors, Chad joined Cambridge Investment Research Advisors in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Chad’s designations include CFA and CFP®.
One of 10 advisors with offices in Potsdam, and one of 9 fiduciaries.
At a glance
Experience23 years (since 2004)
How that compares ?More experience than 67% of advisors in New York
Office78 Market St., #2, Potsdam, NY 13676
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?1 state
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFACFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- May 2025 – nowCambridge Investment Research Advisors, Inc.Current firm
- 2021 – 2025IBN Financial Services, Inc.Previously
- 2012 – 2017Cetera Advisors LLCPreviously
- Jun 2011 – Feb 2012Invest Financial CorporationPreviously
- 2005 – 2007National Planning CorporationPreviously
Contact Chad
(641) 472-5100Firm headquarters in Fairfield, IA. Ask for Chad. 78 Market St., #2Potsdam, NY 13676Office · Get directions Instagram pageCambridge Investment Research Advisors
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Chad
Tailored to Chad’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Chad
How do I contact Chad?
Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Chad Colbert. Chad works from the Potsdam, NY office.
How long has Chad been a financial advisor?
Chad has been in the industry since 2004, about 23 years. More experience than 67% of advisors in New York.
What licenses does Chad hold?
Series 66. Tap any license on this page to see what it allows.
Is Chad a fiduciary?
Chad is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Chad paid?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Chad for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Creative Financial Designs
39yrs
Top 5% by experience nationwide
Morgan Stanley
32yrs
Top 13% by experience nationwide
Morgan Stanley
26yrs
Top 25% by experience nationwide
Cambridge Investment Research Advisors
24yrs
More experience than 69% of advisors in New York
Edward Jones
8yrs
8 years in the industry