Cambridge Investment Research Advisors
37yrs
Top advisor by experience in Oldsmar
19yrs
Scott Angle
Full name on record: Scott E Angle
Financial advisor at Cambridge Investment Research Advisors
Based in Oldsmar, Florida, Scott Angle is a fiduciary financial advisor with 19 years of industry experience. Scott joined Cambridge Investment Research Advisors in 2024, after 16 years at Equitable Advisors. Cambridge Investment Research Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 27 advisors with offices in Oldsmar, and one of 25 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 58% of advisors in Florida
Office640 Brooker Creek Blvd. Suite. 400, Oldsmar, FL 34677
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowCambridge Investment Research Advisors, Inc.Current firm
- 2008 – 2024Equitable Advisors, LLCPreviously
Contact Scott
(641) 472-5100Firm headquarters in Fairfield, IA. Ask for Scott. 640 Brooker Creek Blvd. Suite. 400Oldsmar, FL 34677Office · Get directions Instagram pageCambridge Investment Research Advisors
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Questions to ask Scott
Tailored to Scott’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 Scott
How do I contact Scott?
Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Scott Angle. Scott works from the Oldsmar, FL office.
How long has Scott been a financial advisor?
Scott has been in the industry since 2007, about 19 years. More experience than 58% of advisors in Florida.
What licenses does Scott hold?
Series 66. Tap any license on this page to see what it allows.
Is Scott a fiduciary?
Scott is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Scott 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 Scott 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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