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Paul Storm

Cambridge Investment Research Advisors, INC.
43 Years of Experience
Uniontown, OH
1 DisclosureBroker
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Paul Storm is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Uniontown, OH, with 43 years of industry experience. Paul 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

3700 Massillon Rd., Ste. 370, Uniontown, OH, 44685

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2010
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Paul is the owner/partner of PS Wealth Strategies LLC since 2009, dedicating minimal time to it. He is also the owner of PS Wealth Strategies LLC (DBA) since 2023, spending nearly full-time hours on investment-related activities.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
August 2021 - Present · 5 yrs 2 mos
Cambridge Investment Research Advisors, INC.
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
November 2009 - August 2021 · 11 yrs 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
November 2009 - August 2021 · 11 yrs 9 mos
UBS Financial Services INC.Broker
October 2002 - December 2009 · 7 yrs 2 mos
UBS Financial Services INC.
October 2002 - December 2009 · 7 yrs 2 mos
Merrill Lynch Pierce Fenner & Smith INC.
May 1995 - October 2002 · 7 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1983 - October 2002 · 19 yrs 9 mos
State Registrations13 states
CADCFLGAMINCNYOHPASCTXVAWI
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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