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Patrick Daly

CAMBRIDGE TRUSTEE ADVISORS INC·WELLESLEY HILLS, Massachusetts
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31 WASHINGTON ST, WELLESLEY HILLS, MA 02481CRD# 2579501Firm CRD# 106149
01

About

Patrick Daly is a registered financial advisor based in WELLESLEY HILLS, Massachusetts, affiliated with CAMBRIDGE TRUSTEE ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
CAMBRIDGE TRUSTEE ADVISORS INC
CAMBRIDGE TRUSTEE ADVISORS INC
AUM
$62M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CAMBRIDGE TRUSTEE ADVISORS INC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2579501
Firm CRD# 106149
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other Advisors at CAMBRIDGE TRUSTEE ADVISORS INC

Daniel Phillips Kraft
WELLESLEY HILLS, MA
David Leavitt Taylor
WELLESLEY HILLS, MA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)SPRINGFIELD (80)BRAINTREE (69)WESTWOOD (54)LEXINGTON (42)
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BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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