Cambridge Trustee Advisors Inc.
Cambridge Trustee Advisors Inc. (CRD# 106149) is a financial advisory firm headquartered in , . They manage $47,708,730 in 51 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management48MILLION
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Total Number of Accounts51ACCOUNTS
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Average Account Value$935,465
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
MA
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.
Daniel Kraft (CRD# 274682) is an Investment Advisor Representative working at Cambridge Trustee Advisors Inc. in Wellesley Hills, MA and has over 38 years of experience in the finance industry.
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.