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Paola Michelle De aza

Investment adviser representative at Cambridge Investment Research Advisors, Inc.
10 yearsExperience
1 stateRegistered 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

10 years in the industry.

  1. Cambridge Investment Research Advisors, Inc.May 2026 to now
  2. Cambridge Investment Research, Inc.Oct 2025 to now
  3. Rogers Wood Hill Starman & GustasonJan 2018 to now
  4. Advocate Consulting Legal Group PllcAug 2017 to Jan 2019
  5. Maria P Hayes Cpa & AssociatesDec 2016 to Aug 2017
  6. Wci Communities, IncJan 2016 to Feb 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (FL).

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
8180499
Firm CRD
134139
Advisor's SEC record (opens in a new tab)
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