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CAMBRIDGE ADVISORS, LLC
CAMBRIDGE ADVISORS, LLC
WILLIAMSVILLE, New York
·
2 registered advisors
·
CRD# 158928
SEC# 801-114340
0
716-932-7270
01
Firm Overview
AUM
$43M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CAMBRIDGE ADVISORS, LLC
2 registered advisors
Kevin Lee Pohle
WILLIAMSVILLE, New York
CRD# 2545588
Scott Michael Mccarthy
WILLIAMSVILLE, New York
CRD# 5084155
05
Office Locations
WILLIAMSVILLE, New York
2 advisors
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Data sourced from SEC Form ADV filings. CAMBRIDGE ADVISORS, LLC (CRD# 158928) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.