DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

CAMBRIDGE TRUSTEE ADVISORS INC

CRD 106149

WELLESLEY HILLS, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7ce14d14-36a6-2ad8-6fbf-a88dcf55179e

Data as of May 7, 2012 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Mar 16, 2012 to May 7, 2012
2 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $62.4MItem 5.F on the latest filing (2012-05-07); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $62.4M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $15.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Accounts: 77
SEC number: 801-40583
CRD: 106149
Filings on the tape: 2
First filed: Mar 16, 2012
Latest filed: May 7, 2012
Organised: Corporation, Massachusetts

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
PATRICK DALY	n/a	CAMBRIDGE, MA	32	31	n/a	no
DANIEL PHILLIPS KRAFT	n/a	WELLESLEY HILLS, MA	32	41	n/a	no
DAVID LEAVITT TAYLOR	n/a	STERLING, MA	32	n/a	n/a	no
Robert Paul Barrett	n/a	Westborough, MA	1	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DALY, PATRICK	VP/DIR/CHIEF COMPLIANCE OFFICER	B	yes	01/1992	Mar 16, 2012	May 7, 2012
KRAFT, DANIEL, PHILLIPS	PRESIDENT/DIRECTOR	D	yes	04/1992	Mar 16, 2012	May 7, 2012
TAYLOR, DAVID, LEAVITT	VICE PRESIDENT/DIRECTOR	C	yes	01/1992	Mar 16, 2012	May 7, 2012

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Relationships

Registered with (4)

← Robert Paul BarrettAdvisorregistration: current employment
Apr 17, 2025 to presentfactForm ADV
← PATRICK DALYAdvisorregistration: current employment
Apr 14, 1994 to presentfactForm ADV
← DANIEL PHILLIPS KRAFTAdvisorregistration: current employment
Apr 14, 1994 to presentfactForm ADV
← DAVID LEAVITT TAYLORAdvisorregistration: current employment
Apr 14, 1994 to presentfactForm ADV

Controls (3)

← DALY, PATRICKOwnerVP/DIR/CHIEF COMPLIANCE OFFICER, ownership code B, individual
Mar 16, 2012 to presentfactForm ADV
← KRAFT, DANIEL, PHILLIPSOwnerPRESIDENT/DIRECTOR, ownership code D, individual
Mar 16, 2012 to presentfactForm ADV
← TAYLOR, DAVID, LEAVITTOwnerVICE PRESIDENT/DIRECTOR, ownership code C, individual
Mar 16, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7ce14d14-36a6-2ad8-6fbf-a88dcf55179e
First observed: Mar 16, 2012
Last observed: May 7, 2012 175 months ago
Source families: Federal regulator filings
3 registered feeds 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.

CAMBRIDGE TRUSTEE ADVISORS INC

CRD 106149

WELLESLEY HILLS, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7ce14d14-36a6-2ad8-6fbf-a88dcf55179e

Data as of May 7, 2012 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:52 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PATRICK DALY

n/a

CAMBRIDGE, MA

n/a

DANIEL PHILLIPS KRAFT

n/a

WELLESLEY HILLS, MA

n/a

DAVID LEAVITT TAYLOR

n/a

STERLING, MA

n/a

Robert Paul Barrett

n/a

Westborough, MA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DALY, PATRICK

VP/DIR/CHIEF COMPLIANCE OFFICER

yes

01/1992

Mar 16, 2012

May 7, 2012

KRAFT, DANIEL, PHILLIPS

PRESIDENT/DIRECTOR

yes

04/1992

Mar 16, 2012

May 7, 2012

TAYLOR, DAVID, LEAVITT

VICE PRESIDENT/DIRECTOR

yes

01/1992

Mar 16, 2012

May 7, 2012

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%