CB
CB

Christian Bleidt

19 Years of Experience
Salem, MA
1 DisclosureBrokerSells Insurance

Christian Bleidt is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Salem, MA, with 19 years of industry experience. Christian 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.

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

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2013
Closed-No Action
Other Business ActivitiesSells Insurance

Christian is the CEO and an independent insurance agent for various independent insurance companies through FAP Financial Group, dedicating a few hours per week. He is also an advisory representative of a RIA through CIRA, spending about 10-20% of his time on this activity.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
December 2013 - Present · 12 yrs 10 mos
Cambridge Investment Research, INC.
December 2013 - Present · 12 yrs 10 mos
Cambridge Investment Research, INC.Broker
December 2013 - Present · 12 yrs 10 mos
Previous Registrations
Metlife Securities INC.Broker
March 2008 - November 2013 · 5 yrs 8 mos
MML Investors Services, INC.Broker
July 2007 - April 2008 · 9 mos
State Registrations10 states
CACTFLGAKYMAMEMTNHNJ
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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