Michael Marciano
Michael Marciano is a CFP, ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Berwyn, PA, with 39 years of industry experience. Michael 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
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
Location
1147 Lancaster Avenue, Berwyn, PA, 19312
Get directionsHistory
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
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
More Advisors
- Joseph MarcianoCambridge Investment Research Advisors, INC.
- Richard Clark, CFP, ChFCJacobi Capital Management, LLC
- Joseph Ciavarelli, CFALPL Financial LLC
- Matthew Schmidt, CFASequoia Financial Group, L.L.C.
- Amy Abromaitis, CFPCarnegie Wealth Management, LLC
- David Sun, CFAEllis Investment Partners, LLC