other
Cambridge Investment Research
In PWD coverage since August 18, 2026 · 2 stories
-1Talent net · 12 months0 in · 1 out
Talent flow · 12 monthsOn the wire →
Net -1 · 0 arrivals · 1 departures
Advisor
Aug 17 · advisor move
Arrivals
None tracked.
Departures
Anthony "Tony" Conte
Aug 18 · to LPL Financial
PWD coverage
Moves
Conte Wealth leaves Cambridge for LPL with $1.4 billion
The Harrisburg, Pennsylvania firm's exit from Cambridge is the latest evidence that in the independent channel, size has become the winning pitch.