MD
Michael P. Dichiazza
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Moon Township, PA 15108
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CRD#: 4728610
MD
Professional summary
Michael Paul Dichiazza, AIF®, who also goes by Michael Dichiazza, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Moon Township, Pennsylvania and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Moon Township, Pennsylvania.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Michael has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael Dichiazza
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) MEDALLION WEALTH MANAGEMENT, 2605 NICHOLSON RD STE 103 SEWICKLEY PA, 4/2013, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 20 HR/MONTH 12 HR/MONTH TRADING 2) MEDALLION WEALTH MANAGEMENT, INC, 2605 NICHOLSON RD, STE 2103, SEWICKLEY, PA, BOARD MEMBER, 08/30/18, INV REL, 8/YR- 0/TRADING 3) HEARTH 3724 MT ROYAL BLVD, STE 101, GLENSHAW, PA, AMERITAS BOARD MEMBER, 11/02/20, NIR, 10/YR- 0/TRADING 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/WK - 15/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 5) MEDALLION WEALTH MANAGEMENT INC, 2605 NICHOLSON RD, STE 2103, SEWICKLEY, BOARD MEMBER, VICE PRESIDENT 08/30/18, INV REL, 8/YR- 0/TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Michael Paul Dichiazza's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
April 12, 2013 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 501 Marketplace Avenue Suite 201, Moon Township, PA 15108RIA
CRD#: 134139
Moon Township, PA
Current
April 12, 2013 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 501 Marketplace Avenue Suite 201, Moon Township, PA 15108BD
CRD#: 39543
Moon Township, PA
Past
June 28, 2010 - April 12, 2013
BPU INVESTMENT MANAGEMENT INC.
RIA
CRD#: 17058
PITTSBURGH, PA
Past
June 28, 2010 - April 12, 2013
BPU INVESTMENT MANAGEMENT INC.
BD
CRD#: 17058
PITTSBURGH, PA
Past
March 3, 2009 - July 12, 2010
LPL FINANCIAL LLC
RIA
CRD#: 6413
PITTSBURGH, PA
Past
March 3, 2009 - July 12, 2010
LPL FINANCIAL LLC
BD
CRD#: 6413
PITTSBURGH, PA
Past
May 22, 2007 - March 11, 2009
INVEST FINANCIAL CORPORATION
RIA
CRD#: 12984
CORAOPOLIS, PA
Past
October 24, 2006 - March 11, 2009
INVEST FINANCIAL CORPORATION
BD
CRD#: 12984
CORAOPOLIS, PA
Past
October 18, 2004 - October 20, 2006
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
PITTSBURGH, PA
Past
December 12, 2003 - October 8, 2004
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
December 12, 2003 - October 8, 2004
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Colorado(9/4/2014)
RR
Florida(4/12/2013)
RR
Idaho(7/8/2019)
RR
Illinois(7/6/2022)
RR
Kansas(12/15/2021)
RR
Louisiana(1/4/2021)
RR
New York(7/8/2019)
RR
North Carolina(1/14/2014)
RR
Ohio(4/12/2013)
RR
Pennsylvania(4/12/2013)
IAR
Pennsylvania(4/12/2013)
RR
South Carolina(6/15/2023)
RR
South Dakota(6/28/2013)
RR
Tennessee(6/15/2016)
RR
Vermont(1/13/2021)
RR
Virginia(10/10/2014)
RR
West Virginia(4/12/2013)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
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Contact information
Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
Phone number
(641) 472-5100
Established
Firm type
Fiscal year end
# of Employees
3,361
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 438,414 |
| AUM (Assets Under Management) | $ 102,413,096,032 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2024 | ||
| 04/29/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
