Unclaimed Profile

Patrick Daly

CAMBRIDGE TRUSTEE ADVISORS INC·WELLESLEY HILLS, Massachusetts

Series 2, Series 65Clean record32 years registeredCAMBRIDGE TRUSTEE ADVISORS INC

31 WASHINGTON ST, WELLESLEY HILLS, MA 02481CRD# 2579501Firm CRD# 106149

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patrick Daly · WELLESLEY HILLS, MA

Registration

CRD #2579501 · CAMBRIDGE TRUSTEE ADVISORS INC · 32 years registered

Brand Profile

Not yet started

Career History

CAMBRIDGE TRUSTEE ADVISORS INC

Apr 1994 – present

Registrations & Exams

FINRA examinations passed

Series 2

Series 65

Registration record

First registered · April 14, 1994

Years registered · 32

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAMBRIDGE TRUSTEE ADVISORS INC

CRD 106149 · SEC 801-40583

AUM

$62M

Regulatory assets under management

Employees

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 Patrick Daly offer?

Patrick Daly specializes in Investment Management, Fee-Only Advisory. Contact their office in WELLESLEY HILLS, Massachusetts for a consultation.

What are Patrick Daly's credentials?

Patrick Daly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick Daly located?

Patrick Daly 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 Patrick Daly charge for services?

Patrick Daly'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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