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Gregory Mark Makowski

Gregory Mark Makowski
Other Names: Greg Makowski
Firm:
Cambridge Investment Research, Inc.
Additional Firm:
CFS Investment Advisory Services LLC
Managing Member/Chief Compliance Officer
Type: Dual Registration
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Description

Gregory Makowski is an executive and is an owner of CFS Investment Advisory Services LLC, a $681M dollar RIA based in Totowa, NJ. Gregory is also registered with Cambridge Investment Research, Inc., a broker-dealer with over 2,400 registered representatives nationwide. Gregory has held an industry securities registration for 30 years and is subject to SEC and FINRA oversight.

BrightScope Advisor Metrics

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Answers and Guides

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0 Answers and 0 Financial Guides

Top Answers

Gregory Mark Makowski has not answered any questions on Financial Q&A.

Top Guides

Gregory Mark Makowski has not contributed any Financial Guides on Financial Q&A.
*Answers and guides are provided without compensation.

Firm Client Types

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ownership pie chart
Individuals
Corporations or Other Businesses
High Net Worth Individuals

*The Client Types data displayed is firm level data as reported on the SEC ADV filing.

Experience and Employment History

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Employer Years Dates
Cambridge Investment Research, Inc. 5 years, 5 months Jan 2008 - Present
Cambridge Investment Research, Inc. 8 years, 4 months Feb 2005 - Present
Walnut Street Securities, Inc. 1 year, 6 months Aug 2003 - Feb 2005
CFS Investment Advisory Services LLC 15 years, 5 months Jan 1998 - Present
CFS Investment Advisory Service, L.L.C. 16 years, 5 months Jan 1997 - Present
Nathan & Lewis Securities, Inc. 10 years, 2 months Jun 1993 - Aug 2003
*Experience and Employment History information reflects the past 10 years of employment as reported on the SEC ADV filing as of 03/06/2012, and is not a complete representation of the advisor's experience and employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.

Licenses and Conduct

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Regulator
SEC
FINRA
License Status
Registered
Registered
Disclosures

No Disclosures Found

No Disclosures Found
As of Date
03/06/2012
06/06/2012
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.

Advisor Exams

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Exam Series Passed Date
Futures Managed Funds Examination Series 31 12/10/2007
Uniform Investment Adviser Law Examination Series 65 12/15/1999
Uniform Securities Agent State Law Examination Series 63 01/11/1989
General Securities Representative Examination Series 7 12/18/1982
Direct Participation Programs Representative Examination Series 22 09/28/1982
Investment Company Products/Variable Contracts Representative Examination Series 6 03/19/1982

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
  • Other: PERCENTAGE OF INCOME, PERCENTAGE OF NET WORTH