Brooke Pilant
Brooke Pilant is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Arlington, TN, with 9 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
Arlington, TN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brooke is the owner of Four Boys Bond GP since 2022 and a board member of Dynasty Wealth Solutions LLC since 2024, dedicating nearly full-time hours to the latter. She is also an advisory representative of a RIA (CIRA) since 2024, spending about half her time there.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations11 states
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