Michael Paul Dichiazza

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2013 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 04/2013 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2010-06-28 → 2013-04-12
  Bpu Investment Management Inc.
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
• 2009-03-03 → 2010-07-12
  Lpl Financial Llc
  Pittsburgh, PA
  Fort Mill, SC
  Pittsburgh, PA
  Mcmurray, PA
  Pittsburgh, PA
• 2007-05-22 → 2009-03-11
  Invest Financial Corporation
  Pittsburgh, PA
  New Florence, PA
  Ligonier, PA
  Pittsburgh, PA
  Cranberry Township, PA
  Latrobe, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Bethel Park, PA
  Carnegie, PA
  Allison Park, PA
  Coraopolis, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Mcmurray, PA
  Allison Park, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA

Other Businesses

1) MEDALLION WEALTH MANAGEMENT, 2605 NICHOLSON RD STE 103 SEWICKLEY PA, 4/2013, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 20 HR/MONTH 12 HR/MONTH TRADING 2) MEDALLION WEALTH MANAGEMENT, INC, 2605 NICHOLSON RD, STE 2103, SEWICKLEY, PA, BOARD MEMBER, 08/30/18, INV REL, 8/YR- 0/TRADING 3) HEARTH 3724 MT ROYAL BLVD, STE 101, GLENSHAW, PA, AMERITAS BOARD MEMBER, 11/02/20, NIR, 10/YR- 0/TRADING 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/WK - 15/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 5) MEDALLION WEALTH MANAGEMENT INC, 2605 NICHOLSON RD, STE 2103, SEWICKLEY, BOARD MEMBER, VICE PRESIDENT 08/30/18, INV REL, 8/YR- 0/TRADING

Exams

• S66 Uniform Combined State Law Examination
  2007-05-18
• S63 Uniform Securities Agent State Law Examination
  2003-12-29

Other Names

• Michael Dichiazza