MS
Matthew R. Snow
CAMBRIDGE FINANCIAL ADVISORS
Salida, CO 81201
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CRD#: 8010563
MS
Professional summary
Matthew Robert Snow is a registered financial advisor currently at CAMBRIDGE FINANCIAL ADVISORS, LLC located in Salida, Colorado.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Matthew has worked at 1 firm and has passed the Series 65 exam.
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.
1) ALL SAINTS ANGLICAN CHURCH - TREASURER. 01/2023 TO PRESENT. NOT INVESTMENT RELATED. DUTIES INCLUDE RECORDING ALL INCOME, EXPENSES, DONATIONS AND PREPARING FINANCIAL DOCUMENTS. AS A BOARD MEMBER, MR. SNOW CAN VOTE ON CD PURCHASES AT THE LOCAL BANK BUT NOT INVOLVED IN THE EXECUTION OF THE PURCHASE. TIME DEVOTED TO THIS ACTIVITY IS 10 HOURS/MONTH, NONE DURING NORMAL TRADING HOURS. 28390 COUNTY ROAD 317, BUENA VISTA, CO. 2) The Inn BV. Not Investment Related. 18300 Camino Del Norte, Buena Vista, CO 81211. Hospitality Industry. Contracted Employee. Temporary employee covering vacation time of full time staff. May 1, 2025. Approximately 20 hours a month maximum. Maximum of 4 hours in a week during securities trading hours. Maintaining facilities and managing client relationships.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Robert Snow'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
January 2, 2025 - Present
CAMBRIDGE FINANCIAL ADVISORS, LLC
Office #1: 339 E Highway 50 Suite 104, Salida, CO 81201RIA
CRD#: 118314
Salida, CO
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
Colorado(1/2/2025)
Current Firm
CF
CAMBRIDGE FINANCIAL ADVISORS, LLC
CAMBRIDGE FINANCIAL ADVISORS, LLC
CRD#: 118314 / SEC#: 801-129597
RIA
Registered Investment Advisory firm - (10/31/2024 Terminated)Colorado
Registered Investment Advisory firm - (9/27/2024 Approved)Florida
Registered Investment Advisory firm - (5/29/2025 Approved)Kentucky
Registered Investment Advisory firm - (10/21/2024 Approved)Ohio
Registered Investment Advisory firm - (8/19/2024 Approved)Texas
Registered Investment Advisory firm - (10/7/2024 Conditional Restricted)Wisconsin
Registered Investment Advisory firm - (10/10/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
339 E Highway 50 Suite 104, Salida, CO 81201
Mailing Address
Phone number
(719) 539-1040
Established
Firm type
Fiscal year end
# of Employees
4
Red Flags
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Company Information
CAMBRIDGE FINANCIAL ADVISORS, LLC
CRD#: 118314Salida, CO 81201TRUST BUT VERIFY
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