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Joyce Blonskij

Cambridge Investment Research Advisors, INC.
40 Years of Experience
Roseville, CA
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Joyce Blonskij is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Roseville, CA, with 40 years of industry experience. Joyce is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.

Cambridge Investment Research Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3940 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

151 N. Sunrise Avenue, Suite 1303, Roseville, CA, 95661

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History

Regulatory History (2)
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
October 2002
Denied
Customer Dispute
May 1992
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Joyce is an independent insurance agent for various companies, dedicating minimal time to this. She is also a health coach, an author, and an advisory representative of a registered investment advisor, spending about 10-20% of her time on the latter.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
March 2005 - Present · 21 yrs 7 mos
Cambridge Investment Research, INC.Broker
January 2003 - Present · 23 yrs 9 mos
Previous Registrations
Cambridge Investment Reserarch, INC.
January 2003 - March 2005 · 2 yrs 2 mos
Morgan Stanley
July 1997 - January 2003 · 5 yrs 6 mos
Morgan Stanley Dw INC.Broker
November 1985 - January 2003 · 17 yrs 2 mos
State Registrations16 states
ALAZCACOGAIDILKYMTNENVORPASCVAWA
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.
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