AK
AK

Andre Korogodon

40 Years of Experience
Ridgewood, NJ
1 DisclosureBrokerSells Insurance

Andre Korogodon is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Ridgewood, NJ, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3935 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

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.

Loading...

Location

Ridgewood, NJ

Get directions

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
May 2004
Denied
Other Business ActivitiesSells Insurance

Andre is an independent insurance agent for various independent insurance companies, dedicating minimal time to this activity. He is also an advisory representative of a Registered Investment Advisor (RIA), taking about half of his time.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
December 2022 - Present · 3 yrs 5 mos
Cambridge Investment Research, INC.Broker
December 2022 - Present · 3 yrs 5 mos
Previous Registrations
Cantella & CO., INC.
January 2003 - June 2023 · 20 yrs 5 mos
Cantella & CO., INC.Broker
June 1998 - December 2022 · 24 yrs 6 mos
A.J. Michaels & CO., LTD.Broker
December 1991 - June 1998 · 6 yrs 6 mos
Titan/value Equities Group, INC.Broker
May 1990 - November 1991 · 1 yr 6 mos
Jonathan Alan & CO., INC.Broker
August 1987 - May 1990 · 2 yrs 9 mos
First Investors CorporationBroker
April 1985 - August 1987 · 2 yrs 4 mos
State Registrations20 states
AKCACOCTFLGAMAMDMEMONCNHNJNMNYPASCTXVAVT
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.
Andre Korogodon - Financial Advisor | TrueAdvisor