Kerry Castonguay
Kerry Castonguay is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Leominster, MA, with 20 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
Leominster, MA
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Regulatory History (1)
Customer Dispute
February 2008Other Business ActivitiesSells Insurance
Kerry is an independent insurance agent for various companies, dedicating minimal time to this role. Kerry also owns a recording studio, works as an advisory representative of a RIA, is an author/educator/podcast host/speaker, and is an IAR (DBA) with Axiom Wealth Partners, spending nearly full-time hours on this.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Cantella & CO., INC.
Cantella & CO., INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.