FG
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Frank Grabuski

19 Years of Experience
Wayne, PA
BrokerSells Insurance

Frank Grabuski is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Wayne, PA, with 19 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3935 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

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.

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Location

515 E. Lancaster Ave, Wayne, PA, 19087

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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

Frank is an independent insurance agent since 2006, spending a few hours per week. He is also an advisory representative of a RIA, CIRA, dedicating nearly full-time hours, and the CEO/Founder/Financial Professional of Radnor Wealth Advisors LLC, spending a few hours per week.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
June 2018 - Present · 7 yrs 11 mos
Cambridge Investment Research, INC.Broker
June 2018 - Present · 7 yrs 11 mos
Previous Registrations
The Wharton Advisory Group, LLC
April 2012 - July 2018 · 6 yrs 3 mos
LPL Financial LLCBroker
May 2011 - June 2018 · 7 yrs 1 mo
Hartford Life Distributors, LLCBroker
January 2006 - July 2010 · 4 yrs 6 mos
State Registrations5 states
FLNJOHPATX
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.
Frank Grabuski - Financial Advisor | TrueAdvisor