Ronald Dobro
Ronald Dobro is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Canfield, OH, with 37 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
4137 Boardman-Canfield Road, Westford Centre #103, Canfield, OH, 44406
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Regulatory History (1)
Customer Dispute
September 1998Other Business ActivitiesSells Insurance
Ronald is an independent insurance agent for various companies since 2021, dedicating about 10-20% of his time to this activity. He also works as an IAR managing client assets or preparing financial plans since 2002, spending nearly full-time hours on this. Ronald is also the owner of Dobro Financial since 2017, dedicating full-time hours to this.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Cambridge Investment Reserarch, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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.