Elisa Chan
Elisa Chan is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Wrentham, MA, with 16 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
40 South Street #1, Wrentham, MA, 02093
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Regulatory History (1)
Customer Dispute
December 2014Other Business ActivitiesSells Insurance
Elisa is an advisory representative of a Registered Investment Advisor (RIA), dedicating about 10-20% of her time to investment-related activities and trading. She is also an independent insurance agent for various independent insurance companies and a notary public, and does business as G9 Financial, dedicating full-time hours to trading.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations12 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.