Shelby Rothman
Shelby Rothman is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Burbank, CA, 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
1800 West Magnolia Blvd., Burbank, CA, 91506
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2025Other Business ActivitiesSells Insurance
Shelby is an independent insurance agent since 2005, dedicating minimal time to this activity. Shelby also works as an advisory representative of a registered investment advisor (RIA), spending nearly full-time hours on this, and owns Enjoy Financial, dedicating full-time hours to it, with about half their time spent trading.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Western Financial Advisors
Wfp SecuritiesBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations27 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.