Lawrence Prosky
Lawrence Prosky is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Westbury, NY, with 28 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
1025 Old Country Rd., Ste. 403W, Westbury, NY, 11590
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lawrence is a CPA/Partner at Prosky & Rosenfeld CPA's and Prosky & Rosenfeld LLP, dedicating a significant amount of time to tax services. He also serves as an advisory representative of a RIA, is the owner of Millennium Asset Management Corp, a partner at Salt Partners, secretary of the Long Island Senior Softball Association, owner/president of Lawrence S Prosky CPA PC, and president of PR Management & Consulting LTD.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Mony Securities CorporationBroker
Trusted Securities Advisors CORP.Broker
State Registrations5 states
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