Sara Brandston
Sara Brandston is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in New York, NY, with 33 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
321 W. 12th Street, New York, NY, 10014
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Regulatory History (1)
Customer Dispute
November 2007Other Business ActivitiesSells Insurance
Sara is an advisory representative of a RIA, spends a few hours per week as an independent insurance agent, and is an enrolled agent/president of The Sara Brandston Group Inc. She also owns rental property as a partner in Pink & Green LLC.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
H.D. Vest Investment Securities, INC.Broker
Robert Todd Financial CORP.Broker
The Fidelity Management CorporationBroker
James J. Duane & CO., INC.Broker
State Registrations27 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.