Michael John Mella

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

• 02/2010 → 12/2022
  Cantella & Co Inc
  Boston, MA
• 12/2022 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 12/2022 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 02/2010 → 06/2023
  Cantella & Co., Inc.
  Malden, MA

Previous Registrations

• 2014-06-30 → 2023-06-01
  Cantella & Co., Inc.
  Malden, MA
  Savannah, GA
  Malden, MA
• 1994-10-14 → 2010-03-04
  Janney Montgomery Scott Llc
  Darien, CT
  Darien, CT

Other Businesses

1) MELLA WEALTH MANAGEMENT, SAVANNAH GA 3141, 02/2010, OWNER, DBA, INV REL, 100 HR/MO 100 HR/MO TRADING 2) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 12/2022, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO 40 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-06-27
• S63 Uniform Securities Agent State Law Examination
  1984-08-23