Ivan Usztics, financial advisor Boca Raton FL
93 score

Ivan Usztics

CRD Number: 5294993
Current Firm: Cambridge Investment Research Advisors, Inc.

Ivan Usztics (CRD# 5294993) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Boca Raton, FL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Inc. Fairfield, IA Mar 2014 - Current 2
Cambridge Investment Research Advisors Inc. Fairfield, IA Mar 2014 - Current 2
Carpe Diem Financial Boca Raton, FL Jan 2013 - Mar 2014 1
Seven Boca Raton, FL Jan 2013 - Mar 2014 1
Ing Financial Partners, Inc. Boca Raton, FL May 2011 - Mar 2014 2
Unemployed Deerfield Beach, FL Feb 2011 - May 2011 < 1
Merrill Lynch Boca Raton, FL Sep 2009 - Feb 2011 1
Merrill Lynch Pierce Fenner &amp; Smith Inc. Palm Beach, FL Jan 2009 - Feb 2011 2
Merrill Lynch Palm Beach, FL Jan 2009 - Feb 2009 < 1
Unemployed Palm Beach Gardens, FL Nov 2008 - Jan 2009 < 1
Citigroup Global Markets Inc. Camp Hill, PA Feb 2007 - Nov 2008 1
Salomon Smith Barney Camp Hill, PA Feb 2007 - Nov 2008 1
Smith Barney Camp Hill, PA Feb 2007 - Nov 2008 1
Unemployed Dauphin, PA Oct 2006 - Jan 2007 < 1
Keystone Financial Moosic, PA Jul 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2007
Contact Info for Ivan G. Usztics
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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