Advisor at Cambridge Investment Research Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cambridge Investment Research Advisors
Location
Northfield, MA
Credentials
Series 63, Series 65
Industry experience
30 years
Daniel Chabott Sr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Cetera Advisors LLC and Investors Capital Corporation. He is also the owner of Clear Sailing Investment Group, a separate advisory business he has operated since 2009. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, retirement plans, and charitable organizations, through a large network of independent financial professionals. The firm offers a range of advisory services, including financial planning, portfolio management, and retirement plan advisory, utilizing multiple account platforms and third-party strategists.
Based on Cambridge Investment Research Advisors
Based on Cambridge Investment Research Advisors
Based on Cambridge Investment Research Advisors
Financial Planning and Consulting flat fees generally do not exceed $25,000; Financial Wellness flat fee agreements also offered; Retirement Plan Advisory flat fees negotiated
$0 - $100,000: up to 1.50% $100,000 - $250,000: up to 1.25% $250,000+: up to 1.00%
Financial Professionals may receive commissions in their capacity as Registered Representatives for securities and insurance products
Financial Planning and Consulting hourly fees generally do not exceed $500/hour; Retirement Plan Advisory and Consulting Services up to $500/hour
Account minimum: $25,000 Minimum fee: Setup fee generally the lesser of 1% of assets under management or $1,000; combined setup fee and advisory fee not to exceed 3% of AUM; service fee up to $300 Fee-only: Financial Planning and Consulting fees include flat fees up to $25,000, hourly fees generally not exceeding $500/hour, asset-based fees for investment consulting
Northfield, MA
Massachusetts · Texas
Cambridge Investment Research Advisors
2018 - Present (8 years)
Cambridge Investment Research, Inc.
2018 - Present (8 years)
Cetera Advisors LLC
2016 - 2018 (2 years)
Investors Capital Corporation
2012 - 2016 (4 years)
Clear Sailing Investment Group
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Series 65, Series 66
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Series 63, Series 66
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Series 65
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Series 66
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Hodge Financial Services, LLC
CFP®, Series 63, Series 65
Greenfield, MA
Compass Planning Associates, Inc.
Series 65
N. Swanzey, NH
Waldo.AI, Inc.
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