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Scott Moyer

Cambridge Investment Research Advisors, INC.
36 Years of Experience
Camp Hill, PA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Scott Moyer is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Camp Hill, PA, with 36 years of industry experience. Scott 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

3314 Market St, Ste 302, Camp Hill, PA, 17011

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History

Regulatory History (1)
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Customer Dispute
July 2003
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Scott is an independent insurance agent for various independent insurance companies through Moyer Financial Services LLC, dedicating a few hours per week. He also works nearly full-time as an advisory representative of a Registered Investment Advisor (RIA) called CIRA.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
August 2009 - Present · 17 yrs 2 mos
Cambridge Investment Research, INC.Broker
August 2009 - Present · 17 yrs 2 mos
Previous Registrations
Mutual Service Corporation
August 2007 - August 2009 · 2 yrs
Mutual Service CorporationBroker
August 2007 - August 2009 · 2 yrs
Pruco Securities, LLC.Broker
July 1990 - July 2007 · 17 yrs
The Prudential Insurance Company of AmericaBroker
July 1990 - December 1993 · 3 yrs 5 mos
State Registrations4 states
DEMEPAVA
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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