Jeffrey Frye
Jeffrey Frye is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Wexford, PA, 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
10475 Perry Hwy., Ste 101-G, Wexford, PA, 15090
Get directionsHistory
Regulatory History (8)
Judgment / Lien
December 2021Judgment / Lien
February 2020Judgment / Lien
August 2019Judgment / Lien
April 2019Judgment / Lien
September 2015Judgment / Lien
June 2015Judgment / Lien
January 2014Employment Separation After Allegations
February 2011Other Business ActivitiesSells Insurance
Jeffrey is an advisory representative of a RIA, an independent insurance agent for various companies, and the owner of Frye Financial, an investment, insurance, and consulting business. He also serves as president of Outer Banks Anglers Club and dedicates minimal time to this role.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Mony Securities Corporation
Mony Securities CorporationBroker
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
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.