Robert Stclair
Robert Stclair is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Amherst, OH, with 34 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
225 Clevland Ave, Amherst, OH, 44001
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2018Customer Dispute
May 2004Other Business ActivitiesSells Insurance
Robert works as an independent insurance agent through Neishloss & Fleming, Inc. and as a Medicare insurance agent through Robert St.Clair Insurance Solutions, dedicating about a quarter of his time to the latter. He also owns rental property and is an administrative rep for a RIA and an agent for Legacy Capital Advisors, spending about half his time on the RIA and nearly full-time on Legacy Capital Advisors.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Nationwide Securities, LLCBroker
Pruco Securities, LLC.Broker
The Prudential Insurance Company of AmericaBroker
State Registrations2 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.