Mary Robertson
Mary Robertson is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Marion, NY, with 40 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
3667 Countryside Lane, Marion, NY, 14505
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Regulatory History (1)
Customer Dispute
June 2019Other Business Activities
Mary is an Investment Advisor Representative (IAR) doing business as MRB Financial Services LLC, dedicating about three-quarters of her time to this. She also works as an advisory representative of a Registered Investment Advisor (RIA), spending nearly full-time hours on this role, with a significant portion dedicated to trading.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Nathan & Lewis Securities, INC.Broker
Essex Capital Markets, INC.Broker
Thomas James Associates, INC.Broker
State Registrations10 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.