Kevin Mccauley
Kevin Mccauley is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Haddonfield, NJ, with 29 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
807 N. Haddon Ave, Suite 105, Haddonfield, NJ, 08033
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Regulatory History (1)
Customer Dispute
November 2008Other Business ActivitiesSells Insurance
Kevin is an independent insurance agent for various companies since 2013, spending about 10% of his time on investment-related activities. He is also an advisory representative of a RIA, a tax preparer, a notary public, and treasurer of a civic association.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
Olde Discount CorporationBroker
State Registrations11 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.