Scott Fox
Scott Fox is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Farmingdale, NY, with 31 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
Farmingdale, NY
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2008Other Business Activities
Scott works at Walmart in retail, dedicating about half his time. He also works as an advisory representative of an RIA, CIRA, dedicating full-time hours.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
Wells Fargo Advisors, LLCBroker
Morgan Stanley Dw INC.Broker
Monroe Parker Securities, INC.Broker
Biltmore Securities, INCBroker
State Registrations17 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.