Patrick Daly, financial advisor Cambridge MA

Patrick Daly

CRD Number: 2579501
Current Firm: Cambridge Trustee Advisors Inc.

Patrick Daly (CRD# 2579501) is an Investment Advisor Representative working at Cambridge Trustee Advisors Inc. in Cambridge, MA and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 1995
Contact Info for Patrick Daly
Phone Number: 978-368-1200
Registered State(s):
  • MA
Current Firm Details
Cambridge Trustee Advisors Inc.
Firm's CRD Number: 106149
By the Numbers
  • Total Assets Under Management
    48
    MILLIONS
  • Total Number of Accounts
    51
    ACCOUNTS
  • Average Account Value
    $935,465
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MA

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