Steven Johnson
Steven Johnson is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Wakefield, 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
301 Edgewater Place, Suite 100, Wakefield, MA, 01880
Get directionsHistory
Regulatory History (3)
Judgment / Lien
June 2025Judgment / Lien
June 2025Judgment / Lien
March 2025Other Business ActivitiesSells Insurance
Steven is an advisory representative of a Registered Investment Advisor (RIA) and a principal at Alpha Wealth Advisory. He is also an independent insurance agent for various independent insurance companies, dedicating about a quarter of his time to this.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Santander Securities
Santander Securities LLCBroker
LPL Financial LLCBroker
Nylife Securities LLCBroker
State Registrations3 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.