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RIA / WealthAdvisor35 years in industry

MICHAEL STEIN

Advisor at EGGZ

CHARLEMONT, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f530ea90-7060-1560-23d2-cb38bd7bace1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 8, 2014 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EGGZ
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 24, 1990earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Oct 24, 1990
First registration: May 8, 2014
Dual registered: no
IAPD individual key: 2089106

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Eggz	No RAUM reported	Mar 5, 2026	n/a	yes	CHARLEMONT, MA	Current employment
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Dec 14, 2018	Oct 14, 2025	no	East Longmeadow, MA	Previous registration
OHANESIAN / LECOURS, INC.	Former SEC adviser	Aug 18, 2014	Dec 14, 2018	no	SPRINGFIELD, MA	Previous registration
SIGNATOR INVESTORS, INC.	Former SEC adviser	May 8, 2014	Aug 22, 2014	no	AGAWAM, MA\|AGAWAM, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Eggz	Oct 14, 2025	Mar 5, 2026	142	Firm change	Ibd to new firm
OHANESIAN / LECOURS, INC.	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Dec 14, 2018	Dec 14, 2018	0	Firm change	RIA to ibd
SIGNATOR INVESTORS, INC.	OHANESIAN / LECOURS, INC.	Aug 22, 2014	Aug 18, 2014	-4	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
23757:134139:MA:2018-12-14	Dec 14, 2018	Dec 14, 2018	SPRINGFIELD, MA	Firm change

Relationships

Registered with (4)

→ EGGZRegistered adviserregistration: current employment
Mar 5, 2026 to presentfactForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Dec 14, 2018 to Oct 14, 2025factForm ADV
→ OHANESIAN / LECOURS, INC.Registered adviserregistration: previous registration
Aug 18, 2014 to Dec 14, 2018factForm ADV
→ SIGNATOR INVESTORS, INC.Registered adviserregistration: previous registration
May 8, 2014 to Aug 22, 2014factForm ADV

Dated events

Occurred
Oct 14, 2025
Advisor changed firm
Michael Stein left Cambridge Investment Research Advisors, Inc. for Eggz (registered 2026-03-05)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f530ea90-7060-1560-23d2-cb38bd7bace1
First observed: May 8, 2014
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MICHAEL STEIN

Advisor at EGGZ

CHARLEMONT, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f530ea90-7060-1560-23d2-cb38bd7bace1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:48 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

Eggz

No RAUM reported

Mar 5, 2026

n/a

yes

CHARLEMONT, MA

Current employment

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Bd affiliated wealth

Dec 14, 2018

Oct 14, 2025

East Longmeadow, MA

Previous registration

OHANESIAN / LECOURS, INC.

Former SEC adviser

Aug 18, 2014

Dec 14, 2018

SPRINGFIELD, MA

Previous registration

SIGNATOR INVESTORS, INC.

Former SEC adviser

May 8, 2014

Aug 22, 2014

AGAWAM, MA|AGAWAM, MA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Eggz

Oct 14, 2025

Mar 5, 2026

142

Firm change

Ibd to new firm

OHANESIAN / LECOURS, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Dec 14, 2018

Firm change

RIA to ibd

SIGNATOR INVESTORS, INC.

OHANESIAN / LECOURS, INC.

Aug 22, 2014

Aug 18, 2014

-4

Firm change

Other

Team

Left

Joined

From

Kind

23757:134139:MA:2018-12-14

Dec 14, 2018

SPRINGFIELD, MA

Firm change