Advisers in Cambridge, NY

3 advisers in Cambridge — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Cambridge Wealth Management, LLC5 Washington St., Suite 2 · Cambridge, NY 12816 · (518) 677-3781 · Financial planningCRD 172938 · % of assets, Hourly charges, Fixed fees · $31.8 million AUMSEC registeredNo commissions reported Maidstone Wealth Management, LLC4 East Main Street, Suite B · Cambridge, NY 12816 · (518) 677-7358 · Financial planningCRD 291873 · % of assets, Hourly charges · $27.4 million AUMSEC registeredNo commissions reported Weatherhelm Capital Management LLC5 Washington Street, Suite 1 · Cambridge, NY 12816 · (518) 407-3886 · Hourly feesCRD 175019 · % of assets, Hourly charges, Performance-based fees · $90.6 million AUMSEC registeredNo commissions reported

Talking to advisers in Cambridge? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.