Donna Sudyn
Donna Sudyn is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Rochester, NY, 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
140 Allens Creek Rd., Ste. 110, Rochester, NY, 14618
Get directionsHistory
Regulatory History (4)
Customer Dispute
July 2024Customer Dispute
March 2009Customer Dispute
May 2008Customer Dispute
January 2001Other Business ActivitiesSells Insurance
Donna works as a wealth advisor, offering insurance products including fixed annuities and life insurance, dedicating about half of her time to insurance sales. She also provides wealth management services through Bank on Buffalo and serves as VP/Wealth Partner at CNB Bank Trust Dept, spending about a quarter of her time on the latter.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Key Investment Services LLCBroker
Cco Investment Services CORP.Broker
M&t Securities, INC.Broker
Liberty Securities CorporationBroker
Mony Securities CORP.Broker
The Mutual Life Insurance Company of New YorkBroker
State Registrations4 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.