Dean
Giella

Cambridge Investment Research Advisors, Inc

CRD#1420362
Investment Advisor
in Melville, NY

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About this Advisor

Dean Giella is a certified financial planner working out of Melville, New York with 2 years of industry experience. Giella works at Cambridge Investment Research Advisors, Inc. Throughout their career, Giella has worked at Financial Educational Advisors LLC, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc and Gs Investment Planning, LLC. Giella holds a Series 63 license, qualifying them as a securities representative, and is registered to advise clients in New York and Texas. Cambridge Investment Research Advisors, Inc is a financial advisory business operating out of Fairfield, IA. It has offices in 2,023 locations and a total of 3,352 employees. It oversees $82 billion in total assets across its 461,370 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to six charities and foundations. Of its 461,370 client accounts, just 10% are associated with high-net-worth individuals who have more than $1 million in assets. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. Financial management fee schedules are based on which service is provided. Fee types charged by Cambridge Investment Research Advisors, Inc most likely include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

445 Broadhollow Rd. Ste. 108
Melville, NY 11747

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,427,818,654

NY Average: $9,259,360,772
Total Number of Employees

3,352

NY Average: 166
Total Number of Accounts

461,370

NY Average: 7,189
Average Account Size

$178,659

NY Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Market timing services
  • Educational seminars/workshops

Dean Giella Work History

Dean has been registered as a financial advisor for 2 years.*

2018 - Present (5 years)

Gs Investment Planning, LLC

2013 - Present (10 years)

Cambridge Investment Research, Inc

2013 - Present (10 years)

Cambridge Investment Research Advisors, Inc

2002 - 2019 (17 years)

Financial Educational Advisors LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Dean Giella to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cambridge Investment Research Advisors, Inc

Mitchell Robinson
Tulsa, OK
Stacy Robinson
South Haven, MI
Andrew Wittich
Houston, TX
Justin Mulholland
Ann Arbor, MI
Winston Malone
Roanoke, TX
Enrico Bawar
Staten Island, NY
John Ladick
Fairfield, IA
Herbert Modrak
Glen Allen, VA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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