Cambridge Cape Cod Advisors
Cambridge Cape Cod Advisors (CRD# 133301) is a financial advisory firm headquartered in Sandwich, MA. They manage $103,212,166 in 130 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management103MILLION
Total Number of Accounts130ACCOUNTS
Average Account Value$793,940
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Gregory Fenton (CRD# 1663005) is an Investment Advisor Representative working at Cambridge Cape Cod Advisors in Sandwich, MA and has over 30 years of experience in the finance industry. Gregory Fenton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.