Ronald Mercatante
Ronald Mercatante is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Palm Beach Gardens, FL, 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
Palm Beach Gardens, FL
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2006Employment Separation After Allegations
September 2006Customer Dispute
May 2005Other Business ActivitiesSells Insurance
Ronald is an advisory representative of a RIA, does business as True North Financial Advice, sells fixed insurance, provides tax services, and owns Power Financial Service. He spends about half his time as an advisory representative, full-time at True North Financial Advice, and minimal time on the other activities.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Raymond James Financial Services, INC.Broker
Gruntal & CO., L.L.C.Broker
Linsco/private Ledger CORP.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.