Charles Gilbride
Charles Gilbride is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Livingston Manor, NY, with 36 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
Livingston Manor, NY
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 1999Other Business Activities
Charles works as an advisory representative of a registered investment advisor (RIA), spending nearly full-time on this activity. He is also a W2 employee of TAG Advisors, an enterprise of Cambridge, dedicating about a quarter of his time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Natalliance Securities, LLCBroker
Bb&t Securities, LLCBroker
Scott & Stringfellow, LLCBroker
Bergen Capital, INC.Broker
Gilmore Securities & CO.Broker
Hym Financial, INC.Broker
Stoever, Glass & Company INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations52 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.