Daryl Miller

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

• 07/2016 → 06/2023
  Cantella & Co., Inc.
  Malden, MA
• 12/2022 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 12/2022 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2016 → 12/2022
  Cantella & Co., Inc.
  Malden, MA

Previous Registrations

• 2016-07-27 → 2023-06-01
  Cantella & Co., Inc.
  Lincoln, MA
  Lincoln, MA
  Malden, MA
  Malden, MA
  Malden, MA
• 2010-10-01 → 2016-07-27
  Investors Capital Corp.
  Lynnfield, MA
  Lincoln, MA
  Lynnfield, MA
  Lynnfield, MA
• 2006-11-06 → 2010-03-30
  Gunnallen Financial, Inc
  Lincoln, MA
  Tampa, FL

Other Businesses

1) TABOR HILL FINANCIAL, 176 Trapelo Road, Lincoln MA 01773, 01/2003, President, 1099 Contractor/dba, INV REL, 140 HR/Mo, 140 HR/MO Trading 2) DARYL MILLER TENNIS INSTRUCTION, 176 Trapelo Road, Lincoln MA 01773, 07/2016, Coach, 1099 Contractor, NIR, 10 HR/MO, 0 HR/MO Trading 3) DARYL MILLER MATH TUTOR, 176 Trapelo Road, Lincoln MA 01773, 07/2016, Academic Tutor, 1099 Contractor, NIR, 5 HR/Mo, 0 HR/MO Trading 4) CIRA, Fairfield IA 52556, 12/2022, Investment Advisor Representative, Manages client assets or prepares financial plans, INV-REL, 160 HO/MO - 120 HR/MO Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-03-01
• S63 Uniform Securities Agent State Law Examination
  1996-02-09