TrueAdvisor
TrueAdvisor
MM
MM

Michael Mella

Cambridge Investment Research Advisors, INC.
42 Years of Experience
Savannah, GA
1 DisclosureBroker
View SEC Summary
View SEC Summary

Michael Mella is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Savannah, GA, with 42 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.

Cambridge Investment Research Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3940 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Savannah, GA

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 1995
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Michael is the owner of Mella Wealth Management since 2010 and an advisory representative of a RIA at CIRA since 2022. These activities are investment-related and take about half of Michael's time each.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
December 2022 - Present · 3 yrs 10 mos
Cambridge Investment Research, INC.Broker
December 2022 - Present · 3 yrs 10 mos
Previous Registrations
Cantella & CO., INC.
June 2014 - June 2023 · 9 yrs
Cantella & CO., INC.Broker
February 2010 - December 2022 · 12 yrs 10 mos
Janney Montgomery Scott LLC
October 1994 - March 2010 · 15 yrs 5 mos
Janney Montgomery Scott LLCBroker
October 1990 - March 2010 · 19 yrs 5 mos
Minotaur Securities CorporationBroker
January 1990 - October 1990 · 9 mos
Independent Financial Securities, INC.Broker
September 1988 - January 1990 · 1 yr 4 mos
American Express Financial Advisors INC.Broker
December 1986 - October 1988 · 1 yr 10 mos
Turcan Financial Group, INC.Broker
October 1986 - October 1988 · 2 yrs
Ids Securities CORP.Broker
July 1986 - December 1986 · 5 mos
Ids Financial Services INC.Broker
August 1984 - October 1986 · 2 yrs 2 mos
Ids Marketing CorporationBroker
August 1984 - October 1986 · 2 yrs 2 mos
State Registrations6 states
CACTFLGANJNY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Savannah, GA →All financial advisors in Georgia →