CAMBRIDGE ADVISORS, LLC
CRD #158928 SEC #801-114340 WILLIAMSVILLE, NY 716-932-7270
SEC Registered
Total AUM
$42.7M
Discretionary
$34.1M
Employees
1
Clients
25
Accounts
247
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 6, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MCCARTHY, SCOTT, M | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER / TRUSTEE | NA | Control |
| MCCARTHY, SCOTT, M | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER / TRUSTEE | NA | Control |
| MCCARTHY, SCOTT, M | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER / TRUSTEE | NA | Control |
| MCCARTHY, SCOTT, M | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER / TRUSTEE | NA | Control |
| MCCARTHY, SCOTT, M | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER / TRUSTEE | NA | Control |
| MCCARTHY, SCOTT, M | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER / TRUSTEE | NA | Control |
| MCCARTHY, SCOTT, M | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER / TRUSTEE | NA | Control |
| MCCARTHY, SCOTT, MICHAEL | I | MEMBER/ CHIEF COMPLIANCE OFFICER / TRUSTEE | NA | Control |
| MCCARTHY, SCOTT, MICHAEL | I | MEMBER/ CHIEF COMPLIANCE OFFICER / TRUSTEE | NA | Control |
| MCCARTHY, SCOTT, MICHAEL | I | MEMBER/ CHIEF COMPLIANCE OFFICER / TRUSTEE | NA | Control |
| MCCARTHY, SCOTT, MICHAEL | I | MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| MCCARTHY, SCOTT, MICHAEL | I | MEMBER/ CHIEF COMPLIANCE OFFICER / TRUSTEE | NA | Control |
| MCCARTHY, SCOTT, MICHAEL | I | MEMBER/ CHIEF COMPLIANCE OFFICER / TRUSTEE | NA | Control |
| MCCARTHY, SCOTT, MICHAEL | I | MEMBER/ CHIEF COMPLIANCE OFFICER / TRUSTEE | NA | Control |
| MCCARTHY, SCOTT, MICHAEL | I | MEMBER/ CHIEF COMPLIANCE OFFICER / TRUSTEE | NA | Control |
| MCCARTHY, SCOTT, MICHAEL | I | MEMBER/ CHIEF COMPLIANCE OFFICER / TRUSTEE | NA | Control |
| MCCARTHY, SCOTT, MICHAEL | I | MEMBER/ CHIEF COMPLIANCE OFFICER / TRUSTEE | NA | Control |
| MCCARTHY, SCOTT, MICHAEL | I | MEMBER/ CHIEF COMPLIANCE OFFICER / TRUSTEE | NA | Control |
| POHLE, KEVIN, LEE | I | TRUSTEE | NA | |
| POHLE, KEVIN, LEE | I | TRUSTEE | NA | |
| POHLE, KEVIN, LEE | I | TRUSTEE | NA | |
| POHLE, KEVIN, LEE | I | TRUSTEE | NA | |
| POHLE, KEVIN, LEE | I | TRUSTEE | NA | |
| POHLE, KEVIN, LEE | I | TRUSTEE | NA | |
| POHLE, KEVIN, LEE | I | TRUSTEE | NA | |
| POHLE, KEVIN, LEE | I | TRUSTEE | NA | |
| POHLE, KEVIN, LEE | I | TRUSTEE | NA | |
| POHLE, KEVIN, LEE | I | TRUSTEE | NA | |
| POHLE, KEVIN, LEE | I | TRUSTEE | NA | |
| POHLE, KEVIN, LEE | I | TRUSTEE | NA | |
| POHLE, KEVIN, LEE | I | TRUSTEE | NA | |
| POHLE, KEVIN, LEE | I | TRUSTEE | NA | |
| POHLE, KEVIN, LEE | I | TRUSTEE | NA | |
| POHLE, KEVIN, LEE | I | TRUSTEE | NA | |
| POHLE, KEVIN, LEE | I | TRUSTEE | NA | |
| MCCARTHY FAMILY IRREVOCABLE TRUST | DE | NON-VOTING MEMBER | E | |
| MCCARTHY FAMILY IRREVOCABLE TRUST | DE | NON-VOTING MEMBER | E | |
| MCCARTHY FAMILY IRREVOCABLE TRUST | DE | NON-VOTING MEMBER | E | |
| MCCARTHY FAMILY IRREVOCABLE TRUST | DE | NON-VOTING MEMBER | E | |
| MCCARTHY FAMILY IRREVOCABLE TRUST | DE | NON-VOTING MEMBER | E | |
| MCCARTHY FAMILY IRREVOCABLE TRUST | DE | NON-VOTING MEMBER | E | |
| MCCARTHY FAMILY IRREVOCABLE TRUST | DE | NON-VOTING MEMBER | E | |
| MCCARTHY FAMILY IRREVOCABLE TRUST | DE | NON-VOTING MEMBER | E | |
| MCCARTHY FAMILY IRREVOCABLE TRUST | DE | NON-VOTING MEMBER | E | |
| MCCARTHY FAMILY IRREVOCABLE TRUST | DE | NON-VOTING MEMBER | E | |
| MCCARTHY FAMILY IRREVOCABLE TRUST | DE | NON-VOTING MEMBER | E | |
| MCCARTHY FAMILY IRREVOCABLE TRUST | DE | NON-VOTING MEMBER | E | |
| MCCARTHY FAMILY IRREVOCABLE TRUST | DE | NON-VOTING MEMBER | E | |
| MCCARTHY FAMILY IRREVOCABLE TRUST | DE | NON-VOTING MEMBER | E | |
| MCCARTHY FAMILY IRREVOCABLE TRUST | DE | NON-VOTING MEMBER | E | |
| MCCARTHY FAMILY IRREVOCABLE TRUST | DE | NON-VOTING MEMBER | E | |
| MCCARTHY FAMILY IRREVOCABLE TRUST | DE | NON-VOTING MEMBER | E | |
| MCCARTHY FAMILY IRREVOCABLE TRUST | DE | NON-VOTING MEMBER | E |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MCCARTHY, SCOTT, MICHAEL | I | MCCARTHY FAMILY IRREVOCABLE TRUST | F | Control |
| MCCARTHY, SCOTT, MICHAEL | I | MCCARTHY FAMILY IRREVOCABLE TRUST | F | Control |
| MCCARTHY, SCOTT, MICHAEL | I | MCCARTHY FAMILY IRREVOCABLE TRUST | F | Control |
| POHLE, KEVIN, LEE | I | MCCARTHY FAMILY IRREVOCABLE TRUST | F | |
| POHLE, KEVIN, LEE | I | MCCARTHY FAMILY IRREVOCABLE FAMILY TRUST | F | |
| POHLE, KEVIN, LEE | I | MCCARTHY FAMILY IRREVOCABLE TRUST | F | |
| MCCARTHY FAMILY IRREVOCABLE TRUST | DE | MCCARTHY FAMILY IRREVOCABLE TRUST | E | Control |
| MCCARTHY, SCOTT, MICHAEL | I | MCCARTHY FAMILY IRREVOCABLE TRUST | E | Control |
| MCCARTHY, SCOTT, MICHAEL | I | MCCARTHY FAMILY IRREVOCABLE TRUST | E | Control |
| MCCARTHY, SCOTT, MICHAEL | I | MCCARTHY FAMILY IRREVOCABLE TRUST | E | Control |
| MCCARTHY, SCOTT, MICHAEL | I | MCCARTHY FAMILY IRREVOCABLE TRUST | E | Control |
| MCCARTHY, SCOTT, MICHAEL | I | MCCARTHY FAMILY IRREVOCABLE TRUST | E | Control |
| MCCARTHY, SCOTT, MICHAEL | I | MCCARTHY FAMILY IRREVOCABLE TRUST | E | Control |
| MCCARTHY, SCOTT, MICHAEL | I | MCCARTHY FAMILY IRREVOCABLE TRUST | E | Control |
| MCCARTHY, SCOTT, MICHAEL | I | MCCARTHY FAMILY IRREVOCABLE TRUST | E | Control |
| MCCARTHY, SCOTT, MICHAEL | I | MCCARTHY FAMILY IRREVOCABLE TRUST | E | Control |
| MCCARTHY, SCOTT, MICHAEL | I | MCCARTHY FAMILY IRREVOCABLE TRUST | E | Control |
| MCCARTHY, SCOTT, MICHAEL | I | MCCARTHY FAMILY IRREVOCABLE TRUST | E | Control |
| MCCARTHY, SCOTT, MICHAEL | I | MCCARTHY FAMILY IRREVOCABLE TRUST | E | Control |
| MCCARTHY, SCOTT, MICHAEL | I | MCCARTHY FAMILY IRREVOCABLE TRUST | E | Control |
| MCCARTHY, SCOTT, MICHAEL | I | MCCARTHY FAMILY IRREVOCABLE TRUST | E | Control |
| POHLE, KEVIN, LEE | I | MCCARTHY FAMILY IRREVOCABLE TRUST | E | |
| POHLE, KEVIN, LEE | I | MCCARTHY FAMILY IRREVOCABLE TRUST | E | |
| POHLE, KEVIN, LEE | I | MCCARTHY FAMILY IRREVOCABLE TRUST | E | |
| POHLE, KEVIN, LEE | I | MCCARTHY FAMILY IRREVOCABLE TRUST | E | |
| POHLE, KEVIN, LEE | I | MCCARTHY FAMILY IRREVOCABLE TRUST | E | |
| POHLE, KEVIN, LEE | I | MCCARTHY FAMILY IRREVOCABLE TRUST | E | |
| POHLE, KEVIN, LEE | I | MCCARTHY FAMILY IRREVOCABLE TRUST | E | |
| POHLE, KEVIN, LEE | I | MCCARTHY FAMILY IRREVOCABLE TRUST | E | |
| POHLE, KEVIN, LEE | I | MCCARTHY FAMILY IRREVOCABLE TRUST | E | |
| POHLE, KEVIN, LEE | I | MCCARTHY FAMILY IRREVOCABLE TRUST | E | |
| POHLE, KEVIN, LEE | I | MCCARTHY FAMILY IRREVOCABLE TRUST | E | |
| POHLE, KEVIN, LEE | I | MCCARTHY FAMILY IRREVOCABLE TRUST | E | |
| POHLE, KEVIN, LEE | I | MCCARTHY FAMILY IRREVOCABLE TRUST | E | |
| POHLE, KEVIN, LEE | I | MCCARTHY FAMILY IRREVOCABLE TRUST | E |
Registrations
Federal
IA
Mar 6, 2025 REGISTERED
Notice Filings (2)
NY TX
Address
6225 SHERIDAN DRIVE SUITE 102WILLIAMSVILLE, NY 14221-5806
United States
Phone: 716-932-7270