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Mitsuo Eli Lockrow

CAMBRIDGE WEALTH MANAGEMENT, LLC·CAMBRIDGE, New York
SIE, Series 6, Series 7, Series 24, Series 63, Series 65Clean record11 years registeredCAMBRIDGE WEALTH MANAGEMENT, LLC
5 WASHINGTON ST., CAMBRIDGE, NY 12816CRD# 2640883Firm CRD# 172938

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mitsuo Eli Lockrow · CAMBRIDGE, NY
Registration
CRD #2640883 · CAMBRIDGE WEALTH MANAGEMENT, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

CAMBRIDGE WEALTH MANAGEMENT, LLC
Oct 2014 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · October 14, 2014
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAMBRIDGE WEALTH MANAGEMENT, LLC
CRD 172938 · SEC 801-121059
AUM
$28M
Regulatory assets under management
Employees
1
103 client accounts
Services offered by CAMBRIDGE WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at CAMBRIDGE WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Mitsuo Eli Lockrow offer?
Mitsuo Eli Lockrow specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CAMBRIDGE, New York for a consultation.
What are Mitsuo Eli Lockrow's credentials?
Mitsuo Eli Lockrow is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mitsuo Eli Lockrow located?
Mitsuo Eli Lockrow is based in CAMBRIDGE, New York, working with CAMBRIDGE WEALTH MANAGEMENT, LLC. Their office serves clients in the CAMBRIDGE metropolitan area and surrounding communities.
How does Mitsuo Eli Lockrow charge for services?
Mitsuo Eli Lockrow's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAMBRIDGE WEALTH MANAGEMENT, LLC?
CAMBRIDGE WEALTH MANAGEMENT, LLC has approximately 1 employees and manages $28M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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