Aaron Hobart
Aaron Hobart is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Northwood, NH, with 19 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
Northwood, NH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Aaron is a member/co-owner of Matty and the Penders LLC, working as a musician since 2020. This takes about 10-20% of his time.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Invest Financial Corporation
Invest Financial CorporationBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.