DT
David L. Taylor
CAMBRIDGE TRUSTEE ADVISORS
STERLING, MA 01564
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CRD#: 4358025
DT
Professional summary
David Leavitt Taylor is a registered financial advisor currently at CAMBRIDGE TRUSTEE ADVISORS INC located in Sterling, Massachusetts.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. David has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view David Leavitt Taylor's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 14, 1994 - Present
CAMBRIDGE TRUSTEE ADVISORS INC
Office #1: 141 Kendall Hill Rd, Sterling, MA 01564RIA
CRD#: 106149
STERLING, MA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Massachusetts(4/14/1994)
Exams
Current Firm
CT
CAMBRIDGE TRUSTEE ADVISORS INC
CAMBRIDGE TRUSTEE ADVISORS INC
CRD#: 106149 / SEC#: 801-40583
RIA
Registered Investment Advisory firm - (5/24/2012 Terminated)Massachusetts
Registered Investment Advisory firm - (4/9/2012 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Westborough, MA
Mailing Address
Phone number
(978) 368-1200
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 47 |
| AUM (Assets Under Management) | $ 49,968,803 |
Red Flags
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Company Information
CAMBRIDGE TRUSTEE ADVISORS INC
CRD#: 106149Sterling, MA 01564TRUST BUT VERIFY
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