Samuel Bianchi
Samuel Bianchi is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Liverpool, NY, 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
404 Old Liverpool Road, Liverpool, NY, 13088
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2014Customer Dispute
June 2013Employment Separation After Allegations
November 2009Other Business Activities
Samuel works as an advisory representative of an RIA called CIRA, spending nearly full-time on this activity. He dedicates a significant portion of his time to trading.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Ibn Financial Services, INC
Ibn Financial Services, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Signator Investors, INC.Broker
New England SecuritiesBroker
MML Investors Services, INC.Broker
State Registrations8 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.