Michael Curley
Michael Curley is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Staten Island, NY, with 30 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
Staten Island, NY
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Regulatory History (1)
Customer Dispute
June 2018Other Business ActivitiesSells Insurance
Michael is an advisory representative of a registered investment advisor (RIA), spending nearly full-time on investment-related activities. He is also an independent insurance agent for various companies, dedicating a few hours per week to this.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Bernard Herold & CO., INC.Broker
Citigroup Global Markets INC.Broker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
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.