Paul Schifter
Paul Schifter is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Melville, NY, with 44 years of industry experience. Paul 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
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
Location
445 Broadhollow Rd. Suite 25, Melville, NY, 11747
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul is a broker at Newbrook Insurance Agency since 1988, dealing with P&C, auto, home, and commercial lines. He is also a managing member of GS Investment Planning LLC, an advisory rep of a RIA at CIRA, and an independent insurance agent for various companies, spending about a quarter of his time on these investment-related activities.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Investacorp, INC.Broker
Investacorp, INC.Broker
Washington Square Securities, INC.Broker
Reliastar Financial Marketing CORP.Broker
Investacorp, INC.Broker
Vanderbilt Securities, INC.Broker
Integrated Resources Equity CorporationBroker
Nml Equity Services, INC.Broker
State Registrations6 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.
Exams
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