Donald Fetsko
Donald Fetsko is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Connellsville, PA, with 27 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
815 C Memorial Blvd, Connellsville, PA, 15425
Get directionsHistory
Regulatory History (4)
Customer Dispute
August 2002Customer Dispute
July 2002Customer Dispute
March 2002Customer Dispute
August 2001Other Business Activities
Donald owns rental property in Connellsville, PA since 2001. He also works as a marketing director for A&I Fire, a family-owned business, and is an advisory representative of a RIA, spending about 10-20% of his time on this investment-related activity.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Trustmont Advisory Group, INC.
Trustmont Financial Group, INC.Broker
Citizens Securities, INC.
Citizens Securities, INC.Broker
Trustmont Advisory Group, INC.
Trustmont Financial Group, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Invest Financial Corporation
Invest Financial CorporationBroker
Futureshare Financial LLCBroker
Natcity Insurance Services, INC.Broker
Liberty Securities CorporationBroker
Natcity Investments, INC.Broker
State Registrations3 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.