Steven
Arengo

Cambridge Investment Research Advisors, Inc

CRD#4177057
Investment Advisor
in Mason, OH

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About this Advisor

Steven Arengo is a certified financial planner operating out of Mason, Ohio with a total of 6 years of industry experience. Arengo is an advisor for Cambridge Investment Research Advisors, Inc. During their career, the advisor has held roles at Invest Financial Corp, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Arengo maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Ohio and Texas. Cambridge Investment Research Advisors, Inc is a financial advisory firm headquartered in Fairfield, IA. The investment advisory business has offices in 2,023 locations and a total of 3,352 employees. It handles $82 billion in assets under management among its 461,370 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises six charities and foundations. Of its 461,370 client accounts, just 10% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Cambridge Investment Research Advisors, Inc 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. A financial advisor's fees usually are based on which services are offered. Fee types charged by Cambridge Investment Research Advisors, Inc can include some combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 years

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

Mason, OH

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,427,818,654

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

3,352

OH Average: 166
Total Number of Accounts

461,370

OH Average: 7,189
Average Account Size

$178,659

OH 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

Steven Arengo Work History

Steven has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Cambridge Investment Research, Inc

2017 - Present (7 years)

Cambridge Investment Research Advisors, Inc

2012 - 2017 (5 years)

Invest Financial Corp

*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 Arengo 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

Richard Habel
Salt Lake City, UT
Justin Mulholland
Ann Arbor, MI
Herbert Modrak
Glen Allen, VA
Andrew Wittich
Houston, TX
Winston Malone
Roanoke, TX
Enrico Bawar
Staten Island, NY
Crescencio Alvarez
Fairfield, IA
John Ladick
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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