Michael Marciano
Michael Marciano is a CFP, ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Berwyn, PA, with 38 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
1147 Lancaster Avenue, Berwyn, PA, 19312
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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
Michael is an independent insurance agent for various companies since 2006, dedicating about 10-20% of his time to sales and marketing. He also owns MWA Properties LLC, spending minimal time on it, and is an advisory rep of a RIA, spending about half his time. Finally, he is a volunteer committee member at St. Davids Golf Club, spending minimal time.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Capital Analysts, Incorporated
Capital Analysts, IncorporatedBroker
Mony Securities Corporation
Mony Securities CorporationBroker
The Mutual Life Insurance Company of New YorkBroker
State Registrations22 states
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