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Gregory Coleman Fenton

Cambridge Cape Cod Advisors, LLC

Sandwich, MA

CRD 1663005

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Employer firm

Cambridge Cape Cod Advisors, LLC CRD 133301

$195M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • TAX PREPARATION

From the firm’s Form ADV. Read the guides:

Current Employers
Cambridge Cape Cod Advisors, Llc

128 Route 6A, Sandwich, MA 02563 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2005-03-14
  • MA RA
    APPROVED
    Since 2005-03-14

Branch Locations

128 Route 6A, Sandwich, MA 02563 • 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
OrganizationCityStateFromTo
Cambridge Cape Cod Advisors Sandwich MA 01/1997 Present
  • 01/1997 → Present
    Cambridge Cape Cod Advisors
    Sandwich, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-12-08
  • S63 Uniform Securities Agent State Law Examination
    1987-12-08
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

ALBERT JOHN MAKKAY
James William Buzgo
Thomas James Madden

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Osterville, MA
BURR & COMPANY, LLC · OSTERVILLE, MA
LPL FINANCIAL LLC · OSTERVILLE, MA

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