Brian David Colubiale

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

• 02/2007 → 12/2022
  Cantella & Co Inc
  Malden, MA
• 12/2022 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 12/2022 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 05/2007 → 05/2023
  Cantella & Co., Inc.
  Malden, MA

Previous Registrations

• 2007-05-01 → 2023-05-05
  Cantella & Co., Inc.
  Ormond Beach, FL
  Ormond Beach, FL
  Malden, MA
  Malden, MA
• 2001-11-09 → 2007-03-01
  Ubs Financial Services Inc.
  Daytona Beach, FL
  Daytona Beach, FL

Other Businesses

1) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 3 LOST CREEK LANE, ORMOND BEACH, FL, 10/2022, AGENT/1099 CONTRACTOR. INV REL, 1 HR/MO, 1 HR/MO TRADING. 2) COLUBIALE INVESTMENTS, 3 LOST CREEK LANE, ORMOND BEACH, FL, 10/2022, PRESIDENT, DBA, INV REL, 160 HR/MO, 160 HR/MO TRADING. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 4) DAYTONA STATE COLLEGE GIRLS FLAG FOOTBALL COACH, 1200 W International Speedway BLVD, Daytona Beach FL, 08/21/2023, Coach, Sport/Fitness/Gaming, NIR, 48 HR/MO - 1 HR TRADING

Exams

• S66 Uniform Combined State Law Examination
  2007-04-27
• S63 Uniform Securities Agent State Law Examination
  1999-06-24

Other Names

• Brian David Colubiale
• Brian D Colubiale