Michael Crotty
Michael Crotty is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Manchester, NH, with 23 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
409 Elm St., Ste. 1, Manchester, NH, 03101
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Regulatory History (1)
Customer Dispute
April 2010Other Business ActivitiesSells Insurance
Michael is an independent insurance agent since 2016, dedicating full-time hours to this activity. He is also a board member for NAIFA-MA (a few hours per week) and treasurer of a non-profit (minimal time). Additionally, Michael is an advisory representative of a RIA and an IAR, DBA, dedicating full-time hours to these activities.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
MML Investors Services, LLCBroker
The O.N. Equity Sales CompanyBroker
MML Investors Services, INC.Broker
Terra Securities CorporationBroker
State Registrations10 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.