Marc Young
Marc Young is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Malden, MA, with 19 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
389 Main St., Ste. 101, Malden, MA, 02148
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Marc is a landlord for real estate, dedicating minimal time to this activity. He is also an IAR affiliate since 2023, spending nearly full-time on this. Finally, Marc is an owner/partner at Cantella Capital Group LLC since January 2025, dedicating about 10-20% of his time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Cantella & CO., INC.
Cantella & CO., INC.Broker
Signature Investment Advisors, LLC
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.
Signator Financial Services, INC.Broker
Signator Investors, INC.Broker
Signator Investors, INC.
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
UBS Financial Services INC.Broker
Pruco Securities, LLC.Broker
State Registrations11 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.