Stephanie Olson
Stephanie Olson is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in San Rafael, CA, 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
4380 Redwood Highway, Suite 8, San Rafael, CA, 94903
Get directionsHistory
Regulatory History (1)
Judgment / Lien
February 2021Other Business Activities
Stephanie 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 a W2 employee at Stephanie Olson, spending minimal time on non-investment related activities and trading.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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.