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Mark Cangelose

Cambridge Investment Research Advisors, INC.
34 Years of Experience
College Station, TX
1 DisclosureBrokerSells Insurance
View SEC Summary
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Mark Cangelose is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in College Station, TX, with 34 years of industry experience. Mark 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.

Cambridge Investment Research Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3940 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

707 Texas Ave, Suite 112-E, College Station, TX, 77840

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2023
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Mark is an independent insurance agent for various companies since 2019, dedicating about 10-20% of his time to this. He also works as a financial professional under a DBA name and as an advisory rep of a RIA, spending the majority of his time on these investment-related activities.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
August 2018 - Present · 8 yrs 2 mos
Cambridge Investment Research, INC.Broker
March 2015 - Present · 11 yrs 7 mos
Previous Registrations
C C F Investments, INC.Broker
January 2006 - March 2015 · 9 yrs 2 mos
The Leaders Group, INC.Broker
January 2002 - December 2005 · 3 yrs 11 mos
PFS Investments INC.Broker
March 1999 - November 2001 · 2 yrs 8 mos
PFS Investments INC.Broker
January 1988 - October 1994 · 6 yrs 9 mos
State Registrations27 states
ALARAZCAFLGAIAIDILINKSLAMDMINCNMOHOKORPASCSDTNTXUTVAWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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