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CFP
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CFP

Elias Chaikin

Cambridge Investment Research Advisors, INC.
13 Years of Experience
Ormond Beach, FL
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Elias Chaikin is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Ormond Beach, FL, with 13 years of industry experience. Elias 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.

Cambridge Investment Research Advisors, INC.
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
—
View Full SEC Brochure

Location

1395 West Granada Blvd., Ormond Beach, FL, 32174

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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.
Criminal
August 2006
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Elias is an enrolled agent preparing tax returns and representing clients in IRS disputes, dedicating minimal time to this. He is also an independent insurance agent for various companies and an advisory representative of a registered investment advisor, dedicating about a quarter of his time to this.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
April 2018 - Present · 8 yrs 6 mos
Cambridge Investment Research, INC.Broker
April 2018 - Present · 8 yrs 6 mos
Previous Registrations
LPL Financial LLC
November 2017 - April 2018 · 5 mos
LPL Financial LLCBroker
November 2017 - April 2018 · 5 mos
National Planning Corporation ("npc of America" in Fl & Ny)
June 2015 - December 2017 · 2 yrs 6 mos
National Planning CorporationBroker
June 2015 - November 2017 · 2 yrs 5 mos
Lincoln Financial Advisors Corporation
September 2013 - June 2015 · 1 yr 9 mos
Lincoln Financial Advisors CorporationBroker
May 2013 - June 2015 · 2 yrs 1 mo
State Registrations24 states
AZCACOCTFLGAILINKYMAMDMEMINCNJNMNYOHOKSCTNTXVAWV
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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