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Brian Colubiale

Cambridge Investment Research Advisors, INC.
27 Years of Experience
Ormond Beach, FL
1 DisclosureBrokerSells Insurance
View SEC Summary
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Brian Colubiale is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Ormond Beach, FL, with 27 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.

Cambridge Investment Research Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3940 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Ormond Beach, FL

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
April 2006
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Brian is an independent insurance agent for various companies since 2022, dedicating minimal time to this. He is also the president of Colubiale Investments and an advisory representative of a RIA, CIRA, each taking up a full-time commitment.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
January 2023 - Present · 3 yrs 9 mos
Cambridge Investment Research, INC.Broker
December 2022 - Present · 3 yrs 10 mos
Previous Registrations
Cantella & CO., INC.
May 2007 - May 2023 · 16 yrs
Cantella & CO., INC.Broker
February 2007 - December 2022 · 15 yrs 10 mos
UBS Financial Services INC.Broker
November 2001 - March 2007 · 5 yrs 4 mos
UBS Financial Services INC.
November 2001 - March 2007 · 5 yrs 4 mos
A. G. Edwards & Sons, INC.Broker
June 1999 - November 2001 · 2 yrs 5 mos
State Registrations8 states
ALFLGANJPAPRTNTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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