Michael Adrian
Michael Adrian is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Garden City, 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
825 East Gate Blvd., Ste 103, Garden City, NY, 11530
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Regulatory History (1)
Customer Dispute
September 1997Other Business ActivitiesSells Insurance
Michael is co-president of the Civic Association of West Birchwood Jericho, spending minimal time. He is also an independent insurance agent for various companies, dedicating minimal time, and an advisory representative of a RIA, spending full-time hours. Finally, Michael sells unwanted items on eBay, spending minimal time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
Previous Registrations
Fsc Securities CorporationBroker
Royal Alliance Associates, INC.Broker
Ryan Beck & CO.Broker
Josephthal & CO., INC.Broker
Stratton Oakmont INC.Broker
State Registrations6 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.