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Gail Abrams

Cambridge Investment Research Advisors, INC.
27 Years of Experience
Watchung, NJ
1 DisclosureBroker
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Gail Abrams is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Watchung, NJ, with 27 years of industry experience. Gail is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.

Cambridge Investment Research Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3940 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7 Johnston Drive, Watchung, NJ, 07069

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2005
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Gail owns The Law Office of Gail L. Abrams providing legal services, which takes about a third of her time. She is also the President of Strategic Investment Advisors, LLC and owner of SA & PL Realty, LLC, but dedicates no time to these activities. Gail also works as an advisory representative of a registered investment advisor (RIA), dedicating nearly full-time hours to this role.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
November 2024 - Present · 1 yr 11 mos
Cambridge Investment Research Advisors, INC.
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Ic Advisory Services, INC.
July 2020 - November 2024 · 4 yrs 4 mos
The Investment Center, INC.Broker
November 2018 - November 2024 · 6 yrs
LPL Financial LLCBroker
November 2017 - December 2018 · 1 yr 1 mo
National Planning CorporationBroker
March 2009 - November 2017 · 8 yrs 8 mos
Royal Alliance Associates, INC.Broker
December 2006 - April 2009 · 2 yrs 4 mos
Investment Advisors & Consultants, INC.Broker
January 2001 - December 2006 · 5 yrs 11 mos
Wma Securities, INC.Broker
February 2000 - January 2001 · 11 mos
Smith Barney INC.Broker
December 1997 - May 1998 · 5 mos
Pruco Securities CorporationBroker
February 1997 - February 1998 · 1 yr
State Registrations7 states
AZCAFLGANJVAVT
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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