Mary Coelho
Mary Coelho is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Marion, MA, with 41 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
Marion, MA
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Regulatory History (1)
Customer Dispute
December 2002Other Business ActivitiesSells Insurance
Mary is a property manager for Kings Grant Condo Association, owner of Coelho & Callahan providing tax services, an advisory representative of an RIA (CIRA), an independent insurance agent, and owns real estate through the Mary Angel Coelho Trust. The tax services take about half of Mary's time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Coelho & Callahan
Mutual Service CorporationBroker
Mony Securities CorporationBroker
The Mutual Life Insurance Company of New YorkBroker
State Registrations12 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.