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David Leavitt Taylor

CAMBRIDGE TRUSTEE ADVISORS INC·WELLESLEY HILLS, Massachusetts
Clean record32 years registeredCAMBRIDGE TRUSTEE ADVISORS INC
31 WASHINGTON ST, WELLESLEY HILLS, MA 02481CRD# 4358025Firm CRD# 106149

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Leavitt Taylor · WELLESLEY HILLS, MA
Registration
CRD #4358025 · CAMBRIDGE TRUSTEE ADVISORS INC · 32 years registered
Brand Profile
Not yet started
01

Career History

CAMBRIDGE TRUSTEE ADVISORS INC
Apr 1994 – present
02

Registrations & Exams

Registration record
First registered · April 14, 1994
Years registered · 32
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAMBRIDGE TRUSTEE ADVISORS INC
CRD 106149 · SEC 801-40583
AUM
$62M
Regulatory assets under management
Employees
1
77 client accounts
Services offered by CAMBRIDGE TRUSTEE ADVISORS INC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at CAMBRIDGE TRUSTEE ADVISORS INC →
Introduction

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Frequently Asked Questions

What services does David Leavitt Taylor offer?
David Leavitt Taylor specializes in Investment Management, Fee-Only Advisory. Contact their office in WELLESLEY HILLS, Massachusetts for a consultation.
What are David Leavitt Taylor's credentials?
David Leavitt Taylor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Leavitt Taylor located?
David Leavitt Taylor is based in WELLESLEY HILLS, Massachusetts, working with CAMBRIDGE TRUSTEE ADVISORS INC. Their office serves clients in the WELLESLEY HILLS metropolitan area and surrounding communities.
How does David Leavitt Taylor charge for services?
David Leavitt Taylor's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAMBRIDGE TRUSTEE ADVISORS INC?
CAMBRIDGE TRUSTEE ADVISORS INC has approximately 1 employees and manages $62M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAMBRIDGE TRUSTEE ADVISORS INC

Daniel Phillips Kraft
WELLESLEY HILLS, MA
Patrick Daly
WELLESLEY HILLS, MA

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Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
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Research
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