Cambridge Trustee Advisors Inc.

Cambridge Trustee Advisors Inc. (CRD# 106149) is a financial advisory firm headquartered in , . They manage $48,503,827 in 72 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    72
    ACCOUNTS
  • Average Account Value
    $673,664
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Cambridge Trustee Advisors Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Patrick Daly
CRD#: 2579501
43 Thorndike Street, Cambridge, MA 02141
93
Wealthminder
score

Patrick Daly (CRD# 2579501) is an Investment Advisor Representative working at Cambridge Trustee Advisors Inc. in Cambridge, MA and has over 22 years of experience in the finance industry.

2
Daniel P. Kraft
CRD#: 274682
31 Washington Street, Wellesley Hills, MA 02481
93
Wealthminder
score

Daniel Kraft (CRD# 274682) is an Investment Advisor Representative working at Cambridge Trustee Advisors Inc. in Wellesley Hills, MA and has over 32 years of experience in the finance industry.

3
David L. Taylor
CRD#: 4358025
141 Kendall Hill Rd, Sterling, MA 01564
87
Wealthminder
score

David Taylor (CRD# 4358025) is an Investment Advisor Representative working at Cambridge Trustee Advisors Inc. in Sterling, MA and has 1 year of experience in the finance industry.

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