Nestor Montoya
Nestor Montoya is a CFP, ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Tempe, AZ, with 26 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
430 W Warner Rd., Ste 123, Tempe, AZ, 85284
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Regulatory History (1)
Customer Dispute
April 2020Other Business Activities
Nestor is an advisory representative of a RIA, spending about 20 hours per week on investment-related activities. He is also a Wealth Manager at Summit Financial Solutions and the owner of Nestor Montoya Wealth Mgmt, LLC, dedicating full-time hours to each, including significant time on trading activities.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Tiaa-Cref Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
State Registrations19 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.