This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CAMBRIDGE TRUSTEE ADVISORS INC

Current firm class

former SEC adviserderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Years at current firm

32derivedfrom the current registration's begin date

Current registrations

1

Registered states

1

Dual registered

no

IAPD individual key

4358025

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4ea0d0c8-e1bc-1ffa-bbf4-4036b453529a

First observed

n/a

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.