Vincent Catalano
Vincent Catalano is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Hershey, 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
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
1132 East Chocolate Ave., Hershey, PA, 17033
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Regulatory History (2)
Customer Dispute
October 2024Employment Separation After Allegations
September 2018Other Business ActivitiesSells Insurance
Vincent is a co-owner/partner of KCA Wealth Management, LLC since 2016, and an independent insurance agent for various companies since 2006, taking about half his time. He also does marketing and tax preparation for Holistic Tax Services, and is an advisory rep of a RIA.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
Esi Financial Advisors
Equity Services, INC.Broker
State Registrations18 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.