Anthony Szymborski
Anthony Szymborski is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Elm Grove, WI, with 25 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
850 Elm Grove Rd., Ste. 16, Elm Grove, WI, 53122
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Regulatory History (2)
Customer Dispute
December 2023Customer Dispute
May 2008Other Business ActivitiesSells Insurance
Anthony is an agent in insurance/benefits/human resources, dedicating nearly full-time hours to this role, with some time spent on trading. He is also the founder and owner/partner of Financial Partners II, LLC, and an advisory representative of a RIA called CIRA, spending a significant amount of time on trading. Additionally, Anthony engages in marketing under the name Nettworth Financial Group, dedicating minimal time to this activity.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Fsc Securities CorporationBroker
Fsc Securities Corporation
Banc One Securities Corporation
Banc One Securities CorporationBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley Dw INC.Broker
Wma Securities, INC.Broker
State Registrations6 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.