Michael James Mcgreavy

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

• 07/1996 → Present
  Phoenix Home Life
  Providence, RI
• 03/1998 → Present
  Sunset Financial Services, Inc.
  Fall River, MA
• 11/2004 → 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
• 09/2012 → 06/2023
  Cantella & Co., Inc.
  Malden, MA

Previous Registrations

• 2012-10-01 → 2023-06-01
  Cantella & Co., Inc.
  New Bedford, MA
  Fall River, MA
  New Bedford, MA
  Malden, MA
  Malden, MA

Other Businesses

1) INSURANCE SALES / 4 BAYBERRY LN, MATTAPOISETT MA MA 02739, United States / 10/26/2022 / INSURANCE AGENT / 1099 / INV REL / 30 HR/MO - 20 HR TRADING 2) MICHAEL MCGREAVY / 4 Bayberry Ln, Mattapoisett MA 02739, United States / 11/01/1982 / AGENT / 1099, INV REL / 30 HR/MO - 15 HR TRADING 3) ROLLI FINANCIAL INC., 4 Bayberry Ln, Mattapoisett MA 02739, 05/2007, Treasurer, Sub Chapter "S" Corp, NIR, 2 HR/MO - 0 HR/MO TRADING. 4) CIRA, 1776 Pleasant Plain Road Fairfield IA 52556, 12/2022, INVESTMENT ADVISOR REPRESENTATIVE, CIRA AFFILIATION, IR, 160 HR/MO, 120 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2012-09-27
• S63 Uniform Securities Agent State Law Examination
  1998-03-11