William Mauro
William Mauro is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Montoursville, PA, with 43 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
252 Broad Street, Montoursville, PA, 17754
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2021Other Business ActivitiesSells Insurance
William is an advisory representative of a Registered Investment Advisor (RIA) and spends about 10-20% of his time on investment-related activities. He is also an independent insurance agent for various independent insurance companies, dedicating minimal time to this activity.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Locust Street Securities, INC.Broker
Reliastar Financial Marketing CORP.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.