Roger Schilling
Roger Schilling is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Syosset, NY, with 38 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
27 Wilshire Dr., Syosset, NY, 11791
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Roger is an independent insurance agent since 1980 and spends a few hours per week on this. He is also president of Profit & Pension Planners, a pension consulting business, and dedicates minimal time to it. Roger is also a member of Hollow Forest LLC, which owns rental property, and spends minimal time on this as well. He is also an advisory representative of a RIA, which takes about half of his time. Roger also owns real estate and operates an advisory business, William Bowie Associates, which takes about half of his time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Lifemark Securities CORP.Broker
MML Investors Services, LLCBroker
New England SecuritiesBroker
State Registrations2 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.