Richard Cella, financial advisor Danvers MA
83 score

Richard Cella

CRD Number: 1225988
Current Firm: The Capital Advisory Group Advisory Services, LLC

Richard Cella (CRD# 1225988) is an Investment Advisor Representative working at The Capital Advisory Group Advisory Services, LLC in Danvers, MA and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
United Planners Financial Services Scottsdale, AZ Aug 2016 - Current 1
401k Capital Advisory Danvers, MA Jan 2012 - Current 6
The Capital Advisory Group Advisory Services, LLC Bloomington, MN Mar 2011 - Current 7
Lifestyle Financial Group Danvers, MA Jan 2010 - Current 8
Ibfr Realty Trust Danvers, MA Aug 2009 - Current 8
Ipswich Bay Advisors Danvers, MA Feb 2009 - Current 9
Richard Cella Realty Ventures Danvers, MA Feb 2007 - Current 11
Investors Capital Corporation Lynnfield, MA Nov 2003 - Current 14
Richard Cella Iii Insurance Agency, Inc. Ipswich, MA Dec 1997 - Current 20
Ipswich Bay Financial Resources Ipswich, MA Feb 1996 - Feb 2009 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1984
S66 NASAA Uniform Combined State Law Examination Aug 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Richard C. Cella
Phone Number: 952-831-8243
Firm Website:
Registered State(s):
  • MA
  • MN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States


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