Stifel, Nicolaus & Company
45yrs
Top advisor by experience in Hauppauge
21yrs
John Baldi
Full name on record: John Angelo Baldi
Financial advisor at Cambridge Investment Research Advisors
John Baldi has worked in the financial industry for 21 years and is a financial advisor based in Hauppauge, New York. After three years at LPL Financial and eight years at American Portfolios Advisors, John joined Cambridge Investment Research Advisors in 2024, a firm offering financial planning, investment management, and retirement plan consulting. John holds the CPA/PFS designation.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 63% of advisors in New York
Office200 Motor Parkway Suite A5, Hauppauge, NY 11788
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
CPA/PFS
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2024 – nowCambridge Investment Research Advisors, Inc.Current firm
- 2021 – 2024LPL Financial LLCPreviously
- 2013 – 2021American Portfolios Advisors, Inc.Previously
Contact John
(641) 472-5100Firm headquarters in Fairfield, IA. Ask for John. 200 Motor Parkway Suite A5Hauppauge, NY 11788Office · Get directions Instagram pageCambridge Investment Research Advisors
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Questions to ask John
Tailored to John’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
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About John
How do I contact John?
Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for John Baldi. John works from the Hauppauge, NY office.
How long has John been a financial advisor?
John has been in the industry since 2005, about 21 years. More experience than 63% of advisors in New York.
What licenses does John hold?
Series 63. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is John 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 John 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.
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