Darryl Klimowski
Darryl Klimowski is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Pittsford, NY, 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
111 Marsh Rd., Ste. 10, Pittsford, NY, 14534
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2013Other Business Activities
Darryl owns Lawrence Reuel Press since 2018, dedicating minimal time. He is also an advisory representative of a Registered Investment Advisor (RIA), spending about full-time hours on advisory and trading activities, and owns Harvest Wealth, spending minimal time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Excel Securities & Associates, INC.Broker
First Allied Securities, INC.Broker
Josephthal Lyon & Ross IncorporatedBroker
State Registrations9 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.