Paola Michelle De Aza

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

• 05/2026 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 01/2018 → Present
  Rogers Wood Hill Starman & Gustason
  Marco Island, FL
• 08/2017 → 01/2019
  Advocate Consulting Legal Group Pllc
  Naples, FL
• 12/2016 → 08/2017
  Maria P Hayes Cpa & Associates
  Naples, FL
• 01/2016 → 02/2017
  Wci Communities, Inc
  Naples, FL
• 10/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-02

Other Names

• Castillo