Stephen Ostrofsky
Stephen Ostrofsky is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Boynton Beach,, FL, with 32 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
1301 N. Congress Avenue, Suite 340, Boynton Beach,, FL, 33426
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stephen is an independent insurance agent since 1987, dedicating a few hours per week to this activity. He also operates under the DBA True North Financial Advisors and works as an advisory representative of a RIA, CIRA, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Kovack Advisors, INC.
Kovack Securities INC.Broker
21th Century Advisors INC
K.W. Brown & Company
K.W. Brown InvestmentsBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Mony Securities CorporationBroker
Prime Capital Services, INC.Broker
Sigma Financial CorporationBroker
MML Investors Services, INC.Broker
G. R. Phelps & CO., INC.Broker
World Invest CorporationBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Home Life Insurance CompanyBroker
W. S. Griffith & CO., INC.Broker
Princor Financial Services CorporationBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Vandeman & Fulton Securities, INC.Broker
State Registrations2 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.