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Scott Michael Mccarthy

CAMBRIDGE ADVISORS, LLC·WILLIAMSVILLE, New York
Series 7, Series 66CFPClean record5 years registeredCAMBRIDGE ADVISORS, LLC
6225 SHERIDAN DRIVE SUITE 102, WILLIAMSVILLE, NY 14221-5806CRD# 5084155Firm CRD# 158928

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott Michael Mccarthy · WILLIAMSVILLE, NY
Registration
CRD #5084155 · CAMBRIDGE ADVISORS, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

CAMBRIDGE ADVISORS, LLC
Aug 2021 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · August 9, 2021
Years registered · 5
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAMBRIDGE ADVISORS, LLC
CRD 158928 · SEC 801-114340
AUM
$43M
Regulatory assets under management
Employees
1
276 client accounts
Services offered by CAMBRIDGE ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CAMBRIDGE ADVISORS, LLC →
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Frequently Asked Questions

What services does Scott Michael Mccarthy offer?
Scott Michael Mccarthy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILLIAMSVILLE, New York for a consultation.
What are Scott Michael Mccarthy's credentials?
Scott Michael Mccarthy holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Scott Michael Mccarthy located?
Scott Michael Mccarthy is based in WILLIAMSVILLE, New York, working with CAMBRIDGE ADVISORS, LLC. Their office serves clients in the WILLIAMSVILLE metropolitan area and surrounding communities.
How does Scott Michael Mccarthy charge for services?
Scott Michael Mccarthy's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAMBRIDGE ADVISORS, LLC?
CAMBRIDGE ADVISORS, LLC has approximately 1 employees and manages $43M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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