Michael Gula
Michael Gula is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Niantic, CT, with 40 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
Niantic, CT
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Regulatory History (1)
Customer Dispute
November 2002Other Business Activities
Michael works as an advisory representative of a registered investment advisor (RIA). This activity is investment-related and takes nearly all of Michael's time, with 120 hours per month dedicated to trading.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Essex Financial Services, INC.Broker
Essex Financial Services, INC.
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Integrated Resources Equity CorporationBroker
Broad Reach Capital, INC.Broker
Isfa CorporationBroker
State Registrations9 states
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.