Joyce Blonskij
Joyce Blonskij is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Roseville, CA, 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
151 N. Sunrise Avenue, Suite 1303, Roseville, CA, 95661
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2002Customer Dispute
May 1992Other 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.
Cambridge Investment Research, INC.Broker
Previous Registrations
Cambridge Investment Reserarch, INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations16 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.