Todd Musial
Todd Musial is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Westlake, OH, with 32 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
28885 Center Ridge Rd, Ste 200, Westlake, OH, 44145
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Regulatory History (1)
Customer Dispute
September 2004Other Business ActivitiesSells Insurance
Todd is the president and an independent insurance agent for various independent insurance companies through Musial Financial Services, dedicating about 10-20% of his time. He also owns Musial Insurance Group, where he sells property and casualty insurance, taking about a quarter of his time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Tower Square Securities, INC.
Tower Square Securities, INC.Broker
Capital Brokerage CorporationBroker
Forth Financial Securities, CorporationBroker
John Hancock Mutual Life Insurance CompanyBroker
John Hancock Distributors, INC.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations8 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.