Matthew Dernis
Matthew Dernis is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Fort Lauderdale, FL, with 30 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
12 SE 7th St., Ste. 803, Fort Lauderdale, FL, 33301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is the President and an independent insurance agent for Retirement Consultant Services LLC since 2018, dedicating a few hours per week. He is also an advisory representative of a RIA, CIRA, and the owner/president/financial professional at Dernis Financial Consultants Corp, spending a significant amount of time on these activities.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Fortune 360 Group LLC
Associated Investor Services, INC.
Investacorp Advisory Services INC
Investacorp, INC.Broker
New Century Financial Group, LLC
Dernis Financial
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Dreyfus Service Corporation
Dreyfus Service CorporationBroker
Morgan Stanley Dw INC.Broker
Princor Financial Services CorporationBroker
State Registrations15 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.