Mary Angel Coelho

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

• 11/1987 → Present
  Coelho & Callahan
  Bristol, RI
• 07/2009 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 07/2009 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA

Previous Registrations

• 2004-07-06 → 2021-04-29
  Coelho & Callahan
  Bristol, RI
  Marion, MA

Other Businesses

1) KINGS GRANT CONDO ASSOCIATION, 11 - 21 - 31 King Charles Ave, Portsmouth RI 02871, United States, 01/01/2008, Property Manager, Property Manager, NIR, 8 HR/MO - 8 HR/MO TRADING 2) COELHO & CALLAHAN, PO Box 180 / 659 Front St, Marion, MA 02738, United States, 04/1985, Tax Professional, Tax Services, NIR, HR/MO: 80 - HR/MO TRADING: 80 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 0 HRS/MO, SEE EMPLOYMENT HISTORY FOR START DATE. 4) MARY ANGEL COELHO, PO Box 180, 659 Front St, Marion MA 02738, United States, 09/30/1983, Agent, Insurance/Benefits/Human Resources, NIR, (1) HR/MO - (1) HR/MO TRADING 5) MARY ANGEL COELHO TRUST, Kings Grant, 11 King Charles Drive, Unit C1&C2, Portsmouth RI 02878, United States, 03/2009, Owner, Real Estate, NIR, HR/MO: 8, HR/MO TRADING: 8

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-08-15
• S63 Uniform Securities Agent State Law Examination
  1985-09-24

Designations

• Certified Financial Planner

Other Names

• Mary Angel Coelho
• Maryangel Coelho