Esther Kuznetz
Esther Kuznetz is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Sarasota, FL, with 29 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
2970 University Parkway, Suite 200, Sarasota, FL, 34243
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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
Esther is an agent for Insurance/Benefits/Human Resources, but dedicates minimal time to it. She is also the President of Star Financial Solutions, dedicating nearly full-time hours, and an advisory representative of an RIA called CIRA, dedicating full-time hours.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Ic Advisory Services, INC.
The Investment Center, INC.Broker
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
H. Beck, INC.
H. Beck, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Northeast Securities, INC.Broker
Oberlin Financial CORP.Broker
Sara-Bay Financial CORP.
Midsouth Capital, INC.Broker
State Registrations11 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.