Elias Chaikin
Elias Chaikin is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Ormond Beach, FL, with 12 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
1395 West Granada Blvd., Ormond Beach, FL, 32174
Get directionsHistory
Regulatory History (1)
Criminal
August 2006Other 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.
Cambridge Investment Research, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
State Registrations23 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.