Shawn Danziger
Shawn Danziger is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Montvale, NJ, with 33 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
155 Chestnut Ridge Rd., Ste. 100, Montvale, NJ, 07645
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2025Other Business ActivitiesSells Insurance
Shawn is an owner/independent insurance agent for various independent insurance companies through Summit Advisory Group and spends minimal time on this. He is also involved with Summit Advisory Group as an owner/partner of a business entity, CIRA as an advisory rep, Nettworth Financial Group as an IAR, and serves as an Investment Advisor Representative for Summit Advisory Group, dedicating full-time hours to these roles. Shawn also serves as a board member for a condo association, dedicating minimal time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Securities America Advisors, INC.
Securities America, INC.Broker
Legacy Financial Services, INC.Broker
Linsco/private Ledger CORP.Broker
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations12 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.