Daniel KraftCRD Number: 274682
Current Firm: Cambridge Trustee Advisors Inc.
Daniel Kraft (CRD# 274682) is an Investment Advisor Representative working at Cambridge Trustee Advisors Inc. in Wellesley Hills, MA and has over 37 years of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|Winslow, Evans & Crocker, Inc.||Boston, MA||Jan 1994 - Current||28|
|Cambridge Trustee Advisors||Wellesley, MA||Feb 1992 - Current||30|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1985|
Total Assets Under Management50MILLIONS
Total Number of Accounts48ACCOUNTS
Average Account Value$1,039,561
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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