Carol Sumoski
Carol Sumoski is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Vineland, NJ, with 11 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
1138 E Chestnut Ave., Ste. 2-A, Vineland, NJ, 08360
Get directionsHistory
Regulatory History (1)
Criminal
December 2004Other Business ActivitiesSells Insurance
Carol is an independent insurance agent for various companies and an advisory representative of an RIA. She also serves as a board member for the Shiloh Zoning Board and as an agent for Integrity Wealth Group, focusing on insurance, benefits, and human resources.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Cantella & CO., INC.
Cantella & CO., INC.Broker
Edward Jones
Edward JonesBroker
Morgan Stanley
Morgan StanleyBroker
State Registrations7 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.