Amy Brandts
Amy Brandts is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in McHenry, MD, with 42 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
McHenry, MD
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Regulatory History (2)
Customer Dispute
January 2025Customer Dispute
July 2024Other Business ActivitiesSells Insurance
Amy is a managing member/independent insurance agent for various independent insurance companies through Symphony Financial since 1983, dedicating a few hours per week. She also owns Symphony Financial Partners LLC for liability purposes, has personal real estate investments, and is treasurer for Hamlet at Leesburg Homeowners Assoc. Finally, Amy is an advisory rep of a RIA (CIRA), dedicating about 10-20% of her time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
Previous Registrations
Cambridge Investment Reserarch, INC.
Trusted Advisors
Trusted Securities Advisors CORP.Broker
Cambridge Investment Research, INC.Broker
Capitol Securities Management, INC.Broker
G. R. Phelps & CO., INC.Broker
Sun Investment Services CompanyBroker
New York Life Securities CORP.Broker
State Registrations26 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.