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Patrick Daly

Cambridge Trustee Advisors Inc

Cambridge, MA

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Current Employers
Cambridge Trustee Advisors Inc

Westborough, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 1994-04-14
  • MA RA
    APPROVED
    Since 1994-04-14

Branch Locations

43 Thorndike Street, Cambridge, MA 02141 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-01-06
  • S65 Uniform Investment Adviser Law Examination
    1995-01-06

View on SEC IAPD

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GENERAL CATALYST · CAMBRIDGE, MA
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GC WEALTH MANAGEMENT RIA, LLC · CAMBRIDGE, MA
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EDULAB CAPITAL MANAGEMENT COMPANY, LLC · CAMBRIDGE, MA
KSI ADVISORS, LLC · CAMBRIDGE, MA
KENDALL INVESTMENTS, LLC · CAMBRIDGE, MA
VIRAJ CAPITAL, LLC · CAMBRIDGE, MA

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