Daniel Phillips Kraft

Current Employers

Cambridge Trustee Advisors Inc

Westborough, MA • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	1994-04-14

MA RA
APPROVED

Since 1994-04-14

Branch Locations

31 Washington Street, Wellesley Hills, MA 02481 • 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

Employment History

Organization	City	State	From	To
Cambridge Trustee Advisors	Wellesley	MA	02/1992	Present
Winslow, Evans & Crocker, Inc.	Boston	MA	01/1994	Present

02/1992 → Present

Cambridge Trustee Advisors

Wellesley, MA
01/1994 → Present

Winslow, Evans & Crocker, Inc.

Boston, MA

Other Businesses

1. CAMBRIDGE TRUSTEE ADVISORS A. INVESTMENT RELATED B. 31 WASHINGTON ST, WELLESLEY HILLS, MA C. INVESTMENT ADVISOR, PRESIDENT D. 2/1/92 TO PRESENT E. 99% OF TIME DEDICATED TO 99% F. ADMINISTRATION OF BUSINESS

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1985-06-10

S63 Uniform Securities Agent State Law Examination

1985-06-10

View on SEC IAPD

Current Employers

Cambridge Trustee Advisors Inc

Disclosures

Employment History

Other Businesses

Exams

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