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Samantha Schutte Davidson

CAMBRIDGE ASSOCIATES, LLC·BOSTON, Massachusetts
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115 FEDERAL STREET, BOSTON, MA 02110-2112CRD# 2926644Firm CRD# 104942
01

About

Samantha Schutte Davidson is a registered financial advisor based in BOSTON, Massachusetts, affiliated with CAMBRIDGE ASSOCIATES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CAMBRIDGE ASSOCIATES, LLC
CAMBRIDGE ASSOCIATES, LLC
AUM
$282.0B
Regulatory assets under management
Employees
1098
Total firm employees
View all advisors at CAMBRIDGE ASSOCIATES, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
Performance-based fees
Other: PERCENT OF ASSETS INVESTED
Regulatory
SEC/IARD CRD# 2926644
Firm CRD# 104942
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Samantha Schutte Davidson offer?
Samantha Schutte Davidson specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Samantha Schutte Davidson's credentials?
Samantha Schutte Davidson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Samantha Schutte Davidson located?
Samantha Schutte Davidson is based in BOSTON, Massachusetts, working with CAMBRIDGE ASSOCIATES, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Samantha Schutte Davidson charge for services?
Samantha Schutte Davidson's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees, performance-based fees, other: percent of assets invested. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAMBRIDGE ASSOCIATES, LLC?
CAMBRIDGE ASSOCIATES, LLC has approximately 1098 employees and manages $282.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAMBRIDGE ASSOCIATES, LLC

Francesco Jonathan Goedhuis
BOSTON, MA
Francis J Phillips
BOSTON, MA
John Andrew Macdonald
BOSTON, MA
Pamela J Boone
BOSTON, MA
Scott Berney
BOSTON, MA
Yoav Gottesman
BOSTON, MA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)SPRINGFIELD (80)BRAINTREE (69)WESTWOOD (54)WELLESLEY HILLS (46)LEXINGTON (42)
City Guides
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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