EC
EC

Eugene Cindrich

31 Years of Experience
Haverhill, MA
3 DisclosuresBroker

Eugene Cindrich is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Haverhill, MA, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3935 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

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.

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Location

10-12 Phoenix Row, Haverhill, MA, 01832

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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.
Customer Dispute
October 2022
Denied
Financial
December 2016
Final
Judgment / Lien
October 2011
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
May 2025 - Present · 1 yr
Previous Registrations
Stonex Securities INC.Broker
October 2024 - February 2025 · 4 mos
Trust Advisory Group LTD
May 2009 - February 2025 · 15 yrs 9 mos
Ages Financial Services, LTD.Broker
May 2009 - September 2024 · 15 yrs 4 mos
Granite State Wealth Management
May 2007 - August 2009 · 2 yrs 3 mos
Commonwealth Financial Network
April 2006 - May 2009 · 3 yrs 1 mo
Commonwealth Financial NetworkBroker
March 2000 - May 2009 · 9 yrs 2 mos
Locust Street Securities, INC.Broker
January 1999 - March 2000 · 1 yr 2 mos
Nathan & Lewis Securities, INC.Broker
May 1996 - December 1998 · 2 yrs 7 mos
PFS Investments INC.Broker
February 1994 - May 1996 · 2 yrs 3 mos
State Registrations9 states
AZCAFLMANENHNJNYPA
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.
Eugene Cindrich - Financial Advisor | TrueAdvisor