TrueAdvisor
TrueAdvisor
MF
MF

Marco Fragnito

Cambridge Investment Research Advisors, INC.
32 Years of Experience
Laguna Hills, CA
3 DisclosuresBroker
View SEC Summary
View SEC Summary

Marco Fragnito is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Laguna Hills, CA, with 32 years of industry experience. Marco 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

23010 Lake Forest Dr. Suite E, Laguna Hills, CA, 92653

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
August 2019
Final
Employment Separation After Allegations
February 2018
Customer Dispute
August 2016
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Marco is the Managing Principal of MCF Capital Management, LLC. This appears to be a DBA.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
March 2026 - Present · 7 mos
Cambridge Investment Research, INC.Broker
March 2026 - Present · 7 mos
Previous Registrations
Prospera Financial Services, INC.Broker
May 2025 - March 2026 · 10 mos
Prospera Financial Services, INC.
May 2025 - March 2026 · 10 mos
Cutter & Company, INC.Broker
February 2018 - May 2025 · 7 yrs 3 mos
Cutter & Company, INC.
February 2018 - May 2025 · 7 yrs 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
August 2010 - February 2018 · 7 yrs 6 mos
Wells Fargo Advisors Financial Network, LLC
August 2010 - February 2018 · 7 yrs 6 mos
Raymond James & Associates, INC.
October 2006 - August 2010 · 3 yrs 10 mos
Raymond James & Associates, INC.Broker
September 2006 - August 2010 · 3 yrs 11 mos
Wachovia Securities, LLC
March 2001 - October 2006 · 5 yrs 7 mos
Wachovia Securities, LLCBroker
November 2000 - October 2006 · 5 yrs 11 mos
Salomon Smith Barney INC.Broker
January 1994 - December 2000 · 6 yrs 11 mos
State Registrations12 states
AZCACTFLLAMONCNJNVNYTXWA
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.
More Advisors
More financial advisors in Laguna Hills, CA →All financial advisors in California →