Sheelagh Howett

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:

Current Employers

Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

Authority	Category	Status	Date
PR	RA	APPROVED	2025-01-02
TX	RA	APPROVED	2025-01-02
VI	RA	APPROVED	2025-01-02
MA	RA	APPROVED	2024-09-26

PR RA
APPROVED

Since 2025-01-02
TX RA
APPROVED

Since 2025-01-02
VI RA
APPROVED

Since 2025-01-02
MA RA
APPROVED

Since 2024-09-26

Branch Locations

Swampscott, MA • United States

389 Main St Ste. 101, Malden, MA 02148 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Cantella & Co Inc	Malden	MA	09/2006	12/2022
Cambridge Investment Research, Inc.	Fairfield	IA	12/2022	Present
Cambridge Investment Research Advisors, Inc.	Fairfield	IA	08/2024	Present

09/2006 → 12/2022

Cantella & Co Inc

Malden, MA
12/2022 → Present

Cambridge Investment Research, Inc.

Fairfield, IA
08/2024 → Present

Cambridge Investment Research Advisors, Inc.

Fairfield, IA

Other Businesses

1. CANTELLA & CO. INC, 389 Main street, Malden MA, 12/2022, USING A TRADE NAME/DBA FOR FINANCIAL SERVICES, INV REL, 160 HR/MO - 160 HR TRADING 2. CANTELLA INSURANCE AGENCY, 389 Main street, Malden MA, 12/2022, SECRETARTY FOR INDEPENDENT INSURANCE AGENTS FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 4 HR/MO - 4 HR TRADING 3. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADMINISTRATIVE REP OF AN RIA. INV REL, 160 HR/MO, 120 HR/MO TRADING, 08/2024 4. POSHMARK, 4 Palleschi Dr, Swampscott MA 01907-1204, 12/2024, Seller, 1099, NIR, 2 HR/MO, 0 HR/MO TRADING. 5. NORTH SHORE GAA, Swampscott MA 01907, United States, 03/03/2025, Board Member, Sport/Fitness/Gaming, INV REL, 4 HR/MO, 0 HR/MO TRADING 6. CANTELLA WEALTH PLANNING LLC, 389 Main Street, Malden MA 02148, United States, 09/01/2025, Owner, DBA Name, INV REL, 10 HR/MO - 0 HR/MO TRADING 7. CANTELLA, 389 Main Street, Malden MA 02148, United States, 01/01/2025, W2 Employee, DBA Name, INV REL, 180 HR/MO - 130 HR/MO TRADING