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John Kollar

Cambridge Investment Research Advisors, INC.
36 Years of Experience
Saint Petersburg, FL
1 DisclosureBroker
View SEC Summary
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John Kollar is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Saint Petersburg, FL, with 36 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.

Cambridge Investment Research Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3940 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

112 44th Ave N., Saint Petersburg, FL, 33701

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History

Regulatory History (1)
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Criminal
September 1973
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

John is an advisory representative of a Registered Investment Advisor (RIA) and spends about 10-20% of his time in investment-related activities and trading. He is also an employee at Wilson, Wilson & Company Wealth Management, focusing on retirement and estate planning, and a co-trustee of the Kollar Family Trust, managing real estate, dedicating minimal time to these roles.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
February 2020 - Present · 6 yrs 8 mos
Cambridge Investment Research, INC.Broker
July 2019 - Present · 7 yrs 3 mos
Previous Registrations
Hsbc Securities (USA) INC.Broker
May 2000 - January 2013 · 12 yrs 8 mos
Bear, Stearns & CO. INC.Broker
March 1996 - January 2000 · 3 yrs 10 mos
Morgan Stanley & CO., IncorporatedBroker
July 1992 - February 1996 · 3 yrs 7 mos
Salomon Brothers INC.Broker
October 1982 - July 1992 · 9 yrs 9 mos
State Registrations2 states
FLNY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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