Joseph Marciano
Joseph Marciano is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Berwyn, PA, with 40 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
1147 Lancaster Avenue, Berwyn, PA, 19312
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Regulatory History (1)
Employment Separation After Allegations
August 2004Other Business ActivitiesSells Insurance
Joseph provides referrals for Evergreen Structured Settlements and Mezrah Consulting, and is an advisory representative for CIRA. He also owns Marciano Group LLC, selling fixed insurance products, and has ownership stakes in real estate and a show horse, along with being a youth advisor.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Capital Analysts, Incorporated
Capital Analysts, IncorporatedBroker
Mony Securities Corporation
Mony Securities CorporationBroker
State Registrations18 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.