Kaitlin
Ochab
Cambridge Investment Research Advisors, Inc
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About this Advisor
Kaitlin Ochab is a financial advisor who works in Springwater, New York. Ochab works at Cambridge Investment Research Advisors, Inc. Over the course of their career, Ochab has held roles at Proequities Inc, American Junkie, Venutis, Harvest Financial Planning, Tutto Italiano, Morgan Stanley, Morgan Stanley Private Bank, National Association, Fifth Third Bank, Fifth Third Securities, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Ochab holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Illinois and New York. Cambridge Investment Research Advisors, Inc is a business based out of Fairfield, IA. It has offices in 2,023 locations and a total of 3,352 people on staff. It controls $82 billion in total assets between its 461,370 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides services to six charities and foundations. Of its 461,370 client accounts, just 10% are held by high-net-worth investors who have greater than $1 million in assets. The company offers a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. Fees charged by financial advisors are based on which services the firm provides the client. Fee types billed by Cambridge Investment Research Advisors, Inc may include asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cambridge Investment Research Advisors, Inc Brokerage Details
$82,427,818,654
3,352
461,370
$178,659
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Market timing services
- Educational seminars/workshops
Kaitlin Ochab Work History
Kaitlin has been registered as a financial advisor for 0 years.*
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Fifth Third Bank
Fifth Third Securities
Morgan Stanley
Morgan Stanley Private Bank, National Association
Morgan Stanley
Proequities Inc
Venutis
Harvest Financial Planning
Tutto Italiano
American Junkie
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kaitlin Ochab to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cambridge Investment Research Advisors, Inc
Fairfield, IA
Glen Allen, VA
Ormond Beach, FL
Kennesaw, GA
Roanoke, TX
Staten Island, NY
Brentwood, TN
Fairfield, IA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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