TrueAdvisor
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AS
CFP
AS
CFP

Adam Steiner

Cambridge Investment Research Advisors, INC.
22 Years of Experience
Virginia Beach, VA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Adam Steiner is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Virginia Beach, VA, with 22 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.

Cambridge Investment Research Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3940 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

4429 Bonney Rd., Suite 440, Virginia Beach, VA, 23462

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Adam is an independent insurance agent for various independent insurance companies through Vision Financial Group, dedicating about a quarter of his time. He also works as an advisory representative of a RIA through CIRA, spending about half his time managing client assets or preparing financial plans.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
June 2021 - Present · 5 yrs 4 mos
Cambridge Investment Research, INC.Broker
June 2021 - Present · 5 yrs 4 mos
Previous Registrations
Lincoln Financial Securities Corporation
April 2005 - June 2021 · 16 yrs 2 mos
Lincoln Financial Securities CorporationBroker
May 2004 - June 2021 · 17 yrs 1 mo
State Registrations9 states
CACOCTFLGALAMNNCVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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