Best Investors
Account
Sign in
Cambridge Investment Research Advisors, Inc. CRD 134139
$139B regulatory AUM 68,815 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-03-13 |
Branch Locations
Wilmington, MA • United States
389 Main St., Ste. 101, Malden, MA 02148 • United States
389 Main St., Ste. 101, Malden, MA 02148 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cantella & Co., Inc | Boston | MA | 06/2009 | 10/2016 |
| Cantella & Co., Inc. | Malden | MA | 01/2012 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2022 | Present |
| Cantella & Co., Inc. | Malden | MA | 09/2000 | 12/2022 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2024 | Present |
1) OWNER OF A RENTAL PROPERTY. RECEIVE RENTAL INCOME ON A MONTHLY BASIS. NO HOURS ARE DEVOTED TO THIS, NIR, 5/1/2011. 2) OWNER, DEVLIN & CO. LLC. 01/2012. HOLDING COMPANY FOR PERSONAL INVESTMENTS. COMPENSATED ON A HOURLY OR FLAT FEE BASIS AND BASED ON RETURNS (IF ANY) EARNED ON THE INVESTMENTS. INV REL, 20/MONTH, DURING TRADING HOURS. 3) CTLA HOLDINGS, SECRETARY, PRESIDENT, DIRECTOR, 1/2012 HOLDING COMPANY. INV REL, 10/MONTH, DURING TRADING HOURS. 4) OWNER, MANAGER 155 PLEASANT ST. LLC. 08/2012 HOLDING COMPANY FOR RENTAL PROPERTY. RECEIVE RENTAL INCOME ON A MONTHLY BASIS. NIR, 1HR/MONTH, DURING TRADING HOURS. 5) OWNER, MEMBER 27 AUTOMOTIVE LLC. 08/2012. HOLDING COMPANY FOR AN AUTOMOTIVE REPAIR BUSINESS. NIR, 1HR/MO DURING TRADING HOURS. 6) CTLA HOLDINGS, INC., CANTELLA MANAGEMENT CORP, CANTELLA & CO. INC., 389 Main St, Malden MA 02148, United States, 12/09/2022, Secretary, Real Estate, INV REL, 160 HR/MO - 160 HR/MO TRADING 7) FIRST LONDON INC- DIRECTOR/INDIRECT SHAREHOLDER. MANAGE INVESTMENTS. 2 HOURS A MONTH ARE DEVOTED TO THIS, ALL DURING TRADING HOURS. INV REL, 8/1/21 8) Fort Cedarville LLC - Manager. Rental Property, 2 HR/MO 2 HR/MO TRADING, NIR, 5/31/2019 9) CIRA, 389 MAIN ST MALDEN MA, 12/2022, CIRA AFFILIATION, INV REL, 160 HR/MO 160 HR TRADING 10) CANTELLA WEALTH PLANNING LLC, 389 Main St, Malden MA 02148, United States, 09/01/2025, Owner, DBA Name, INV REL, 10 HR/MO - 0 HR/MO TRADING 11) CANTELLA, 389 Main St, Malden MA 02148, United States, 01/01/2025, W2 Employee, DBA Name, INV REL, 180 HR/MO - 130 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-29 |
Reach out to this advisor