Dean Michael Giella

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

• 01/2002 → 04/2019
  Financial Educational Advisors Llc
  Garden City, NY
• 05/2013 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 05/2013 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA
• 09/2018 → Present
  Gs Investment Planning, Llc
  Huntington Station, NY

Other Businesses

1)DEAN M. GIELLA, LICENSED INSURANCE AGENT, 445 Broadhollow Rd, Suite 108, Huntington Station NY 11747, United States, 6/01/1985, Agent, Insurance/Benefits/Human Resources, INV REL - 5 HR/MO - 0/TRADING. 2)GS INVESTMENT PLANNING LLC, 445 Broadhollow Rd, Suite 108, Melville NY 11747, United States, 9/01/2018, Using a Trade Name/dba, Owner, INV REL - 40 HR/MO - 40/TRADING. 3)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 5/2013 AS ADVISORY REP OF A RIA. INV REL - 35 HR/WK - 35/TRADING. 05/22/13

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-10-22

Designations

• Certified Financial Planner