RIA Intelligence

CAMBRIDGE TRUSTEE ADVISORS INC

CRD #106149 SEC #801-40583 WELLESLEY HILLS, MA 781-235-3999
SEC Registered
Total AUM
$62.4M
Discretionary
$62.4M
Employees
1
Clients
0
Accounts
77

Firm Details

Organization Type
Corporation
State of Formation
Massachusetts
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 7, 2012
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KRAFT, DANIEL, PHILLIPSIPRESIDENT/DIRECTORD Control
KRAFT, DANIEL, PHILLIPSIPRESIDENT/DIRECTORD Control
KRAFT, DANIEL, PHILLIPSIPRESIDENT/DIRECTORD Control
KRAFT, DANIEL, PHILLIPSIPRESIDENT/DIRECTORD Control
KRAFT, DANIEL, PHILLIPSIPRESIDENT/DIRECTORD Control
KRAFT, DANIEL, PHILLIPSIPRESIDENT/DIRECTORD Control
KRAFT, DANIEL, PHILLIPSIPRESIDENT/DIRECTORD Control
KRAFT, DANIEL, PHILLIPSIPRESIDENT/DIRECTORD Control
TAYLOR, DAVID, LEAVITTIVICE PRESIDENT/DIRECTORC Control
TAYLOR, DAVID, LEAVITTIVICE PRESIDENT/DIRECTORC Control
DALY, PATRICKIVP/DIR/CHIEF COMPLIANCE OFFICERB Control
DALY, PATRICKIVICE PRESIDENT/DIRECTORB Control
DALY, PATRICKIVP/DIR/CHIEF COMPLIANCE OFFICERB Control
DALY, PATRICKIVP/DIR/CHIEF COMPLIANCE OFFICERB Control
DALY, PATRICKIVP/DIR/CHIEF COMPLIANCE OFFICERB Control
DALY, PATRICKIVICE PRESIDENT/DIRECTORB Control
DALY, PATRICKIVP/DIR/CHIEF COMPLIANCE OFFICERB Control
DALY, PATRICKIVP/DIR/CHIEF COMPLIANCE OFFICERB Control
TAYLOR, DAVID, LEAVITTIVICE PRESIDENT/DIRECTORB Control
TAYLOR, DAVID, LEAVITTIVICE PRESIDENT/DIRECTORB Control
TAYLOR, DAVID, LEAVITTIVICE PRESIDENT/DIRECTORB Control
TAYLOR, DAVID, LEAVITTIVICE PRESIDENT/DIRECTORB Control
TAYLOR, DAVID, LEAVITTIVICE PRESIDENT/DIRECTORB Control
TAYLOR, DAVID, LEAVITTIVICE PRESIDENT/DIRECTORB Control

Registrations

Federal

IA
May 7, 2012 REGISTERED

Notice Filings (1)

MA

Address

31 WASHINGTON ST
WELLESLEY HILLS, MA 02481
United States
Phone: 781-235-3999