Cambridge Advisors, LLC

Cambridge Advisors, LLC (CRD# 158928) is a financial advisory firm headquartered in Williamsville, NY. They manage $42,550,999 in 276 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    276
    ACCOUNTS
  • Average Account Value
    $154,170
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY, TX

Financial Advisors at Cambridge Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Scott M. McCarthy
CRD#: 5084155
6225 Sheridan Drive Suite 102, Williamsville, NY 14221

Scott McCarthy (CRD# 5084155) is an Investment Advisor Representative working at Cambridge Advisors, LLC in Williamsville, NY and has over 15 years of experience in the finance industry.

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