Michael Tarella, financial advisor Milford MA
90 score

Michael Tarella

CRD Number: 5930567
Current Firm: Cambridge Investment Research Advisors, Inc.

Michael Tarella (CRD# 5930567) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Milford, MA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jan 2013 - Current 3
Cambridge Investment Research, Inc. Fairfield, IA May 2011 - Current 5
Events Ems, Inc. Medway, MA Dec 2009 - Current 7
Town Of Westwood Westwood, MA Jan 2008 - Current 8
Massachusetts Bay Community College Framingham, MA Sep 2007 - Current 9
Lucky Landscaping East Walpole, MA Aug 2009 - Mar 2010 < 1
Fallon Ambulance Service Quincy, MA Oct 2007 - May 2008 < 1
Massachusetts Bay Community College Framingham, MA Sep 2006 - Aug 2007 < 1
Fallon Ambulance Service Quincy, MA Dec 2005 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Michael D. Tarella
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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