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Michael Coleman Massey

Investment adviser representative at Cambridge Investment Research Advisors, Inc.
12 yearsExperience
2 statesRegistered in
$138.7BFirm assets
21 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissionsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Market timing
  • Seminars and workshops

Experience

12 years in the industry.

  1. Cambridge Investment Research Advisors, Inc.Aug 2024 to now
  2. Self Employed MusicianSep 2016 to now
  3. Kollmorgen/regal RexnordAug 2020 to Aug 2024
  4. Virginia Tech Campus Golf CourseApr 2018 to Jun 2020
  5. Virginia TechAug 2016 to May 2020
  6. Salem Family YmcaJun 2014 to Sep 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 2 states (TX, VA).

Cambridge Investment Research Advisors, Inc.

$138.7BAssets managed
361,213Clients
3,884Advisers
21 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7801807
Firm CRD
134139
Advisor's SEC record (opens in a new tab)
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