Steven
Magyar
Cambridge Investment Research Advisors, Inc
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About this Advisor
Steven Magyar is a chartered financial consultant based out of South Portland, Maine who has 1 year of relevant experience. Magyar is an employee of Cambridge Investment Research Advisors, Inc. Over the course of their career, they have held roles at Lpl Financial, LLC, Cantella & Co., Inc, Cambridge Investment Research Advisors, Inc and Cambridge Investment Research, Inc. Magyar holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Maine and Texas. Cambridge Investment Research Advisors, Inc is a firm that has its headquarters in Fairfield, IA. The investment advisory business has offices in 2,023 locations and a total of 3,352 financial advisors. It manages $82 billion in total assets among its 461,370 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises six charitable organizations. Of its 461,370 client accounts, just 10% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm provides a number 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 for financial management largely are based on the services provided. Fee types billed by Cambridge Investment Research Advisors, Inc most likely are comprised of any combination of 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
Steven Magyar Work History
Steven has been registered as a financial advisor for 1 years.*
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
Cantella & Co., Inc
Cantella & Co., Inc
Lpl Financial, LLC
*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 Steven Magyar 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
Ann Arbor, MI
Cleveland, OH
Houston, TX
Tolland, CT
Roanoke, TX
Staten Island, NY
Brentwood, TN
Kennesaw, GA
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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