Dean Giella, financial advisor Huntington Station NY

Dean Giella

CRD Number: 1420362
Current Firm: Cambridge Investment Research Advisors, Inc.

Dean Giella (CRD# 1420362) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Huntington Station, NY and has over 36 years of experience in the finance industry. Dean Giella has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Gs Investment Planning, LLC Huntington Station, NY Sep 2018 - Current 3
Cambridge Investment Research, Inc. Fairfield, IA May 2013 - Current 8
Cambridge Investment Research Advisors, Inc. Fairfield, IA May 2013 - Current 8
Financial Educational Advisors LLC Garden City, NY Jan 2002 - Apr 2019 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1985
Contact Info for Dean M. Giella
Phone Number: 641-472-5100
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    68,505
    MILLIONS
  • Total Number of Accounts
    337,618
    ACCOUNTS
  • Average Account Value
    $202,907
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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