Daniel Martin
Daniel Martin is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Ridgewood, NJ, 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
4 Franklin Ave., Ste. 1, Ridgewood, NJ, 07450
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2009Other Business ActivitiesSells Insurance
Daniel is an advisory representative of a Registered Investment Advisor (RIA), spending about 20 hours per week on investment-related activities. He is also an owner and independent insurance agent for various independent insurance companies, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Gitterman Wealth Management, LLC
Triad Advisors, INC.Broker
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations7 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.