Toireasa Moran
Toireasa Moran is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Chicago, IL, with 20 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
Chicago, IL
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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
Toireasa is a committee member for Lilac Tree, a board member and treasurer for Julia Center, and a board member for Our Lady of Victory Missionary Sisters Community Support Trust, dedicating minimal time to each. Toireasa is also an agent for Anchor Point Wealth Advisors LLC (insurance related) and an IAR using a trade name/DBA, and an advisory rep of a RIA (CIRA), dedicating full-time hours to these activities.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Nylife Distributors LLCBroker
UBS Global Asset Management (US) INC.Broker
Scudder Investor Services, INC.Broker
Vanguard Marketing CorporationBroker
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.