Enrico
Bawar

Cambridge Investment Research Advisors, Inc

CRD#2167121
Investment Advisor
in Staten Island, NY

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About this Advisor

Enrico Bawar is a financial advisor working in Staten Island, New York who has 1 year of relevant experience. Bawar is currently employed by Cambridge Investment Research Advisors, Inc. During their career, Bawar has held roles at Hartfield, Titus & Donnelly, LLC, Seidel & Shaw, LLC, Lincoln Financial Advisors Corporation, Cambridge Investment Research Advisors, Inc and Cambridge Investment Research, Inc. Bawar holds a Series 63 license, designating them as a securities representative, and is registered to advise clients in New York. Cambridge Investment Research Advisors, Inc is a company 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 has $82 billion in assets under management across its 461,370 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves six charitable organizations. Of its 461,370 client accounts, just 10% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Cambridge Investment Research Advisors, Inc has a wide array 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. A financial advisor's fees vary depending on which services are provided. However, fee types billed by Cambridge Investment Research Advisors, Inc most likely consist of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

Staten Island, NY

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,427,818,654

NY Average: $9,259,360,772
Total Number of Employees

3,352

NY Average: 166
Total Number of Accounts

461,370

NY Average: 7,189
Average Account Size

$178,659

NY Average: $1,287,990

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

Enrico Bawar Work History

Enrico has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Cambridge Investment Research Advisors, Inc

2022 - Present (2 years)

Cambridge Investment Research, Inc

2015 - 2022 (7 years)

Lincoln Financial Advisors Corporation

2014 - 2014 (< 1 year)

Seidel & Shaw, LLC

2013 - 2014 (1 year)

Hartfield, Titus & Donnelly, 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 Enrico Bawar 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

John Ladick
Fairfield, IA
Ryan Grote
Cincinnati, OH
Laurie Taylor
Ormond Beach, FL
Ryan Bouchard
Kennesaw, GA
Winston Malone
Roanoke, TX
Enrico Bawar
Staten Island, NY
James Hinson
Brentwood, TN
Crescencio Alvarez
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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